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809CharlieTango
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コミュニティー参加日： ‎6 15, 2017
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  • いいね！した数
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  • いいね！獲得数
    243
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seobrien 11月 29日, 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 続きを読む
返信 アイデア Contacts & Companies
590 いいね！
143 コメント
809CharlieTango
参加者
1月 18日, 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...続きを読む
VagaeNatus 4月 24日, 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 続きを読む
返信 アイデア Deals
292 いいね！
97 コメント
809CharlieTango
参加者
1月 11日, 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...続きを読む
CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
809CharlieTango
参加者
1月 04日, 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...続きを読む
tpittman11 9月 06日, 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 続きを読む
返信 アイデア Deals
85 いいね！
14 コメント
809CharlieTango
参加者
1月 03日, 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 ...続きを読む
CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
809CharlieTango
参加者
1月 04日, 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...続きを読む
CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
809CharlieTango
参加者
1月 04日, 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...続きを読む
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