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shilpawymer
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Member since ‎Oct 8, 2019
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Shilpa Wymer

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RealtyButler on February 08, 2017
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
55 upvotes
31 Replies
Participant
May 05, 2021 08:20
Shame this only seems to be available in Enterprise
hellowinter on October 05, 2020
Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have read more
36 upvotes
11 Replies
Contributor
May 12, 2022 10:27
Please! This is a real pain point for us
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
842 upvotes
426 Replies
Member
April 28, 2022 06:19
Perfect, that great!
rickm on July 17, 2017
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more
355 upvotes
163 Replies
Member | Platinum Partner
January 31, 2022 11:09
Please, we need this for all customers. Thanks
C-Note on December 12, 2018
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
238 upvotes
113 Replies
Member
March 13, 2022 21:05
This is an essential feature. We are in need of this, too. Though in the task view instead of reports. I'd suggest elevating the whole filter engine ...read more
Yazz on January 17, 2018
I just ran across a hip and cool project management company called www.monday.com . Reminded me of HubSpot revolutionizing the CRM and Marketing world. Would be nice to see an integration for Project Mangaement into HubSpot and this seems like a na read more
34 upvotes
15 Replies
Contributor
January 20, 2020 02:03
Brilliant. Thank you, @Doc-97ThFloor !
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