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TH1
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Member since ‎Oct 11, 2019
  • solutions
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  • Replies
    4
  • Upvotes Given
    75
  • Upvotes Received
    6
  • Ideas
    1

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Tim Hurst

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sd_elm on January 04, 2019
Our organization utilizes the auto create ticket for new email messages to help manage trends and reporting. While there are some canned reports for live chats, it is difficult to gleam WHY clients are chatting. To help rectify that, for now I have read more
101 upvotes
24 Replies
Member
April 06, 2022 02:19
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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
Solved
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
TH1 on September 17, 2020
Currently the deal preview is a great feature to expose some properties on deals quickly and smoothly from the deal list or deal board which is great during pipeline reviews. The preview could be even better if it matched the deal record view. Tod read more
6 upvotes
1 Reply
Member
October 23, 2020 10:42
We really need this functionality as well for not just deals but contacts and ticket records.
taylorfriss on June 21, 2017
Contacts are double booking without canceling their previous meeting! It would be great if they got a HubSpot confirmation email with a reschedule button on it, or if the Contact already has a meeting book, the Meetings page recognizes it and presen read more
239 upvotes
136 Replies
Participant
May 18, 2022 20:35
i can't believe this was added with only 239 votes, while allowing adding locations/video conf links to meeting confirmation email has been ignored (...read more
KatAddison on July 21, 2020
We have multiple revenue fields on our deals (deposit amount, balance remaining, etc) and also operate in multiple currencies While i can display deal amount in the correct currency for the deal. If i format the other revenue fields as a currenc read more
3 upvotes
1 Reply
TH1
Participant
August 05, 2020 03:13
I think this is the same need as: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-Custom-Deal-Properties-that-are-formatted-as-currency-to/idc...read more
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