Profile

geekbleek
Participant
Member since ‎Jan 23, 2020
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    2
  • Upvotes Received
    7
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Casey Bleeker

This user hasn't created a bio yet. Edit your own profile here!

Activity

AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
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
Reply Idea Deals
1396 upvotes
450 Replies
geekbleek
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
Mandatory properties on Deal STAGES get skipped when creating a deal
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
Reply Idea Deals
120 upvotes
30 Replies
geekbleek
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
Field Dependencies for Contact Properties
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
Reply Idea Contacts & Companies
1050 upvotes
317 Replies
geekbleek
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
Remove add a product option when creating a deal
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
Reply Idea Deals
89 upvotes
35 Replies
geekbleek
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
Automatically Close an Email in the Conversations Inbox when a Ticket is Created.
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
Reply Idea Tickets
119 upvotes
39 Replies
geekbleek
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
Using workflows to autocreate quotes
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.
Reply Idea Products & Quotes
378 upvotes
124 Replies
geekbleek
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
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.