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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
1336 upvotes
442 Replies
Member
April 04, 2022 01:51
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
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
102 upvotes
24 Replies
HubSpot Employee
April 28, 2022 18:42
COmmenting on behalf of another customer - this is much needed!
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
803 upvotes
216 Replies
Member
May 13, 2022 11:15
We still are needing this function, so that we can ensure that our team is following our processes in the correct order.
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
63 upvotes
28 Replies
Member
March 01, 2022 00:57
Either using "customise" feature to allow selection of a specific product folder (our products change frequently and so need the ability to filter pr...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
89 upvotes
32 Replies
KiG
Member
May 02, 2022 10:55
This is noe of main reasons we still stay with jira even though we pay for hubspot service part. MUST be fixed ##- Please type your reply above this ...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.
150 upvotes
62 Replies
Member
May 24, 2022 08:27
So this was in planning and then nothing? This would be beneficial. Also there are other ideas on the idea page with 3 times the upvotes than this on...read more
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