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809CharlieTango
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Miembro desde ‎jun 15, 2017
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seobrien en Noviembre 29, 2016
More efficient way to find and merge duplicate contacts
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C Leer más
Responder Idea Contacts & Companies
590 Me gusta
143 Respuestas
809CharlieTango
Participante
Enero 18, 2018
@malcolmslater you bet it's a big requested feature. To have, doing it manually once a month sucks. Takes up about 4 hours to go through a list in e...Leer más
VagaeNatus en Abril 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr Leer más
Responder Idea Deals
292 Me gusta
97 Respuestas
809CharlieTango
Participante
Enero 11, 2018
I would love dynamic fields function programmed into HubSpot where if a user selects a pipeline the fields for the 2nd pipeline are different from th...Leer más
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
809CharlieTango
Participante
Enero 04, 2018
I like that workflows can be created to populate fields. However, I dislike that workflows are only centered around contacts. Workflows should be mul...Leer más
tpittman11 en Septiembre 06, 2017
Required fields when deals move between stages
This feature would be allowing the admin to require fields be filled out not only on deal creation (which is current functionality) but also when a deal moves from a certain stage to a certain stage. Example: My company charges both a subscript Leer más
Responder Idea Deals
85 Me gusta
14 Respuestas
809CharlieTango
Participante
Enero 03, 2018
I would like it if HubSpot was able to provide a progressive profiling feature where for every stage the deal is moved there is notification pops up ...Leer más
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
809CharlieTango
Participante
Enero 04, 2018
I like that workflows can be created to populate fields. However, I dislike that workflows are only centered around contacts. Workflows should be mul...Leer más
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1360 Me gusta
198 Respuestas
809CharlieTango
Participante
Enero 04, 2018
I like that workflows can be created to populate fields. However, I dislike that workflows are only centered around contacts. Workflows should be mul...Leer más
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