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809CharlieTango
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Membro desde ‎jun 15, 2017
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seobrien on Novembro 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 Leia mais
Responder Idéia Contacts & Companies
590 avaliações positivas
143 Respostas
809CharlieTango
Participante
Janeiro 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...Leia mais
VagaeNatus on 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 Leia mais
Responder Idéia Deals
292 avaliações positivas
97 Respostas
809CharlieTango
Participante
Janeiro 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...Leia mais
CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
809CharlieTango
Participante
Janeiro 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...Leia mais
tpittman11 on Setembro 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 Leia mais
Responder Idéia Deals
85 avaliações positivas
14 Respostas
809CharlieTango
Participante
Janeiro 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 ...Leia mais
CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
809CharlieTango
Participante
Janeiro 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...Leia mais
CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
809CharlieTango
Participante
Janeiro 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...Leia mais
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