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Lucid
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Member since ‎Nov 18, 2019
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  • solutions
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  • Replies
    7
  • Upvotes Given
    4
  • Upvotes Received
    5
  • Ideas
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Activity

ROlson on January 04, 2021
Bulk Delete Emails logged
You should have the ability to bulk delete emails logged to the CRM.
Reply Idea Connected Email Contacts & Companies
146 upvotes
37 Replies
Lucid
Participant
December 27, 2021
Totally agree. If I have sensitive emails which were not deleted previously this informaiton now is shared with other users who should not have this ...read more
Lucid on May 19, 2021
Disable Auto Contact Creation in Deal Records
This used to be a function. Now, I have learned that HS automatically creates contacts for emails sent through a deal record / in-box. This is brutal since we connect with multiple contact through a deal. So if I have 100 contacts each deal with hav read more
Reply Discussion Enterprise Free Professional Starter
1 upvote
2 Replies
Lucid
Participant
May 20, 2021
Thanks but this isn't the solution as we are not using Gmail / Chrome. There was a toggle in the preferences of HubSpot that allowed you to turn this...read more
Lucid on May 19, 2021
Disable Auto Contact Creation in Deal Records
This used to be a function. Now, I have learned that HS automatically creates contacts for emails sent through a deal record / in-box. This is brutal since we connect with multiple contact through a deal. So if I have 100 contacts each deal with hav read more
Reply Discussion Enterprise Free Professional Starter
1 upvote
2 Replies
Lucid
Participant
May 20, 2021
Thanks but this isn't the solution as we are not using Gmail / Chrome. There was a toggle in the preferences of HubSpot that allowed you to turn this...read more
Lucid on May 19, 2021
BRING BACK | Disable Automatically adding a contact when emailing through deals.
There used to be a toggle to disable adding a contact to deal records when you email through a deal. This quietly changed in the back ground. My organization requires this feature to prevent cross contamination of sensitive information. We on read more
Reply Idea Contacts & Companies Deals
1 upvote
1 Reply
Lucid on May 17, 2021
Labels (Instead of Folder Nesting) | FILE (Documents, Templates, Snippets, Images, etc)
I thought I would start a new thread to remove an older method of document organization by using folders and have a modern approach to file management through Labels. If we can create a label system we can create multiple methods of organization read more
Reply Idea File Manager Sales Documents Snippets & Templates
2 upvotes
0 Reply
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my read more
Reply Idea Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
390 upvotes
167 Replies
Lucid
Participant
May 14, 2021
Would even tale the google approach and go with labels (tags). Way better solution than nestled folders.
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