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AnnaSeattle
Participant | Partner
Member since ‎Jun 14, 2017
  • solutions
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  • Replies
    2
  • Upvotes Given
    25
  • Upvotes Received
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Anna McCallon

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Activity

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LindenDavies on June 09, 2021
Hi, I wanted to prevent certain users from seeing logged emails when looking at contacts, however I belive this is not possible (wow, you really need to fix that) All emails are being logged in the system, many are confidential but still nee read more
6 upvotes
6 Replies
Participant | Partner
July 14, 2022
While searching for answers to a question, I came across your need. I think this would solve it: https://knowledge.hubspot.com/settings/add-emails-a...read more
MSchaller on June 24, 2022
Enable a filter view to sort conversation templates by folder. Currently, conversation templates can only be sorted by user, which is fairly limiting. The folder feature would be much more useful and accessible if it was integrated into search filte read more
5 upvotes
2 Replies
Participant | Partner
July 06, 2022
This is a painpoint for us, especially when many team members utilize Gmail. When accessing templates via the HubSpot-Gmail integration, there is no ...read more
DCL on May 15, 2017
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
195 upvotes
75 Replies
Participant | Partner
May 10, 2022
This would be valuable for us - we have a lot of required fields for deal stages, and recreating those is tedious.
caroline_at_hv on May 17, 2017
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Participant | Partner
August 12, 2019
This would be great to use for selecting which clients were active during a specific period so we can send them an NPS survey.
lisat2m on July 20, 2017
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this read more
49 upvotes
16 Replies
Participant | Partner
January 03, 2018
We'd like to see company with the ability to be a required field when creating a deal. We sync HubSpot with our invoicing and use it for reporting,...read more
grayson on February 27, 2017
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
583 upvotes
240 Replies
Participant | Partner
June 14, 2017
We'd like to be able to add a "proposal sent" activity option. We use a digital platform to execute 90%+ of our documents, but for the companies who ...read more
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