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Rachel_KL
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Membre depuis ‎oct. 9, 2019
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  • Mentions J'aime obtenues
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TruettPetty le Janvier 19, 2023
Hide Deal Stages (without deleting)
Would be great if we could hide a deal stage without completely deleting the stage. For example, hiding the "Closed/Lost" stage if you are only trying to highlight a few other stages.
Répondre Idée Deals
23 Mentions J'aime
2 Réponses
Rachel_KL
Participant
Janvier 10, 2024
Being able to hide certain deal stages would be so helpful. We have added some deal stages and stopped using some others. I don't want to delete the ...Lire la suite
corrivj le Janvier 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn Lire la suite
Répondre Idée CMS Development Tools
232 Mentions J'aime
61 Réponses
Rachel_KL
Participant
Juillet 14, 2023
5+ years that this feature request has been sitting here. PLEASE make it easy for us to clone our production environment into a sandbox so we can use...Lire la suite
TauriqS le Mars 11, 2020
Edit Columns in Summarized Reports
Hi, When clicking (drilling down) into a summarized report of any type (column, bar, summary, summarized data table, pie, etc.). The columns shown cannot be edited. It appears to be a default set of columns that cannot be changed in any way. Lire la suite
Répondre Idée Sales Reporting
25 Mentions J'aime
8 Réponses
Rachel_KL
Participant
Février 02, 2023
I ran into this issue this week and opened a ticket with Support. How in the world is this functionality lacking in the single object reporting? Why ...Lire la suite
BrandonA le Février 04, 2021
View Future Sequence Tasks
I would like to be able to view the tasks from a sequence before they are "created." From the contact record, I can see the steps of any particular sequence for any particular prospect and their associated dates. However, those tasks aren't actually Lire la suite
Répondre Idée Sequences Tasks
55 Mentions J'aime
19 Réponses
Rachel_KL
Participant
Septembre 20, 2022
How does this not exist?!?! I agree with @CFagan1 , the simplest solution is checking a box to create the task immediately with an additional field ...Lire la suite
BSheck le Mars 18, 2021
Add ability to set a contact to a Marketing Contact from directly within their contact record
This would just be convenient to be able to change Marketing Contact Status directly within a specific contact record.
Répondre Idée Contacts & Companies Marketing Emails
48 Mentions J'aime
20 Réponses
Rachel_KL
Participant
Août 02, 2022
How in the world is this still missing 17 months later? It should have been there on day 1. It is a major pain to move from the contact record to sea...Lire la suite
Rachel_KL le Mars 02, 2022
Create HubSpot Tasks From Inside Outlook
I need the ability to create a HubSpot task from within Outlook. When sending an email via Outlook, I want to have that "create a task to follow up" check box in the HubSpot Sales add-in. This check box option is available when creating an email ins Lire la suite
Répondre Idée Sales Email Extensions & Add-Ins Tasks
6 Mentions J'aime
1 Réponse
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