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AnnaSeattle
参加者 | Solutions Partner
参加者 | Solutions Partner
コミュニティー参加日： ‎6 14, 2017
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Anna McCallon

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LindenDavies 6月 09日, 2021
How to hide or clear logged emails from contacts
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 続きを読む
返信 ディスカッション CRM Free Integrations
7 いいね！
6 コメント
AnnaSeattle
参加者 | Solutions Partner
7月 14日, 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...続きを読む
MSchaller 6月 24日, 2022
Sort Conversation Templates by Folder
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 続きを読む
返信 アイデア Snippets & Templates
5 いいね！
2 コメント
AnnaSeattle
参加者 | Solutions Partner
7月 06日, 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 ...続きを読む
DCL 5月 15日, 2017
Clone Deal Pipelines
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, 続きを読む
返信 アイデア Deals
197 いいね！
75 コメント
AnnaSeattle
参加者 | Solutions Partner
5月 10日, 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 5月 17日, 2017
Reporting based on History of a property
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 続きを読む
返信 アイデア Contacts & Companies Marketing Reporting
345 いいね！
98 コメント
AnnaSeattle
参加者 | Solutions Partner
8月 12日, 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 7月 20日, 2017
Add contact as a property to be required when creating a deal
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 続きを読む
返信 アイデア Contacts & Companies Deals
49 いいね！
16 コメント
AnnaSeattle
参加者 | Solutions Partner
1月 03日, 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,...続きを読む
grayson 2月 27日, 2017
Customizing "log activity" in HubSpot CRM
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 続きを読む
返信 アイデア Contacts & Companies
588 いいね！
243 コメント
AnnaSeattle
参加者 | Solutions Partner
6月 14日, 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 ...続きを読む
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