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hannahflat
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Mitglied seit ‎Dez 18, 2019
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hannahflat on November 14, 2022
Easily delete a formatted phone number
The new format phone number option is great for keeping data nice and tidy, and works really well with our Aircall integration. However once a number has been formatted, you can't delete the number and hit save. You first have to remove number Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
0 Antwort
gallegretti on Mai 13, 2021
Unique URL for each Deal Pipeline
Currently, there's no way to access a specific pipeline directly via URL. Ex: I have two pipelines, 'Sales Pipeline' and 'Sales Pipeline 2'. No matter which one I select on the dropdown, the URL will stay the same. ( https://app.hubspot.com/cont Beitrag ansehen
Antworten Idee Deals Domains & URLs
35 Likes
16 Antworten
hannahflat
Mitwirkender/Mitwirkende
Oktober 31, 2022
Yes this would be really useful! It's very annoying when you have multiple pipelines and you can't direct link to them.
Alex_22 on Mai 15, 2019
Report the sequence status in a list
I was trying to build a contact list using the sequence status property. For instance, I wanted to build a list for all my contacts that didn't' answer to one of my sequences. I would've set the status property at "sequence ended, no response" and Beitrag ansehen
Antworten Idee Lists Sequences
22 Likes
5 Antworten
hannahflat
Mitwirkender/Mitwirkende
Oktober 26, 2022
Yes please! There seems to be little use in using sequences for prospecting, if you can't differentiate a contact who finished a sequence based on wh...Beitrag ansehen
olimottola on August 28, 2020
Customizing deal properties across teams when creating a deal
Hi, As a user creating deals across different pipelines (for different products) I want to customize what properties I see when I'm creating a deal. Currently our two teams need to share one view when creating the deal which makes things confusing a Beitrag ansehen
Antworten Idee Deals
9 Likes
6 Antworten
hannahflat
Mitwirkender/Mitwirkende
Oktober 20, 2022
Yes! This seems like a really basic feature for a CRM to have. We use different pipelines for different things (prospecting, account management, init...Beitrag ansehen
GEiselt on Januar 24, 2022
Customize deal cards by pipeline
Hi HubSpot team, Recommending that the properties visible in card view on pipelines (Deals, Tickets, custom objects) are made customizable based on pipeline. We're currently using the Deals object for a few different types of sales/account manag Beitrag ansehen
Antworten Idee Custom Objects Deals Tickets
11 Likes
9 Antworten
hannahflat
Mitwirkender/Mitwirkende
Oktober 20, 2022
Hi @JeannieN Is it possible to still be added to the Beta? We use pipelines for a variety of different things, and not all pipelines require the sa...Beitrag ansehen
hannahflat on Oktober 20, 2022
Use expected close date NOT close date in forecasting
I am setting up the forecasting tool for the first time. I noticed that the time period is based off the close date. It would be great to have the option to use Expected Close Date for this instead. Yes we can set the Close Date as an estimated date Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
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