Rachel_KL

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Rachel Galeski

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TruettPetty on Janeiro 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.

Responder Idéia Deals

23 avaliações positivas

2 Respostas

Rachel_KL

Participante

Janeiro 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 ...Leia mais

corrivj on Janeiro 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 Leia mais

Responder Idéia CMS Development Tools

233 avaliações positivas

61 Respostas

Rachel_KL

Participante

Julho 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...Leia mais

TauriqS on Março 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. Leia mais

Responder Idéia Sales Reporting

25 avaliações positivas

8 Respostas

Rachel_KL

Participante

Fevereiro 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 ...Leia mais

BrandonA on Fevereiro 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 Leia mais

Responder Idéia Sequences Tasks

55 avaliações positivas

19 Respostas

Rachel_KL

Participante

Setembro 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 ...Leia mais

BSheck on Março 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.

Responder Idéia Contacts & Companies Marketing Emails

48 avaliações positivas

20 Respostas

Rachel_KL

Participante

Agosto 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...Leia mais

Rachel_KL on Março 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 Leia mais

Responder Idéia Sales Email Extensions & Add-Ins Tasks

6 avaliações positivas

1 Respostas

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