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geekbleek
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Member since ‎Jan 23, 2020
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  • Upvotes Given
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Casey Bleeker

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Activity

AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1359 upvotes
443 Replies
Participant
January 21, 2021
This is drastically needed - just need to be able to view Company Name in the board view. Logos are useless - too small, and we can't change our de...read more
MFrankJohnson on January 17, 2020
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
107 upvotes
26 Replies
Participant
January 20, 2021
The idea of having required fields for a specific deal stage, and not enforcing it in the UI, is a major BUG, not a feature request. The Hubspot pro...read more
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
937 upvotes
288 Replies
Participant
January 20, 2021
This is absolutely a mandatory requirement for scalable use of Hubspot's deal pipeline beyond a small sales team selling one specific product in one ...read more
JuliaMongeau on April 24, 2018
When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties yo read more
75 upvotes
32 Replies
Participant
January 02, 2021
This really should be implemented. If you aren't using products or line items on deals, it should be easy to hide on the deal creation and really be...read more
Lu2Swag on January 08, 2019
Our Customer Service Team uses a Shared Conversations Inbox.... They create tickets from emails and close out the emails in the inbox once a ticket is created - the inbox then reflects only 'unworked' emails. When using the conversations Inbox i read more
103 upvotes
35 Replies
Participant
November 04, 2020
+100 We need the inbox logic to be able to be managed/associated to tickets. If a ticket is closed, the inbox conversation should be as well. If we...read more
jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
220 upvotes
85 Replies
Participant
November 02, 2020
@ethankopit - even just quote generation without it being sent to a customer (like thru the standard approval flow) would be incredibly valuable. ...read more
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