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geekbleek
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Mitglied seit ‎Jan 23, 2020
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Casey Bleeker

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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 Beitrag ansehen
Antworten Idee Deals
1385 Likes
447 Antworten
geekbleek
Teilnehmer/-in
Januar 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...Beitrag ansehen
MFrankJohnson on Januar 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 Beitrag ansehen
Antworten Idee Deals
120 Likes
30 Antworten
geekbleek
Teilnehmer/-in
Januar 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...Beitrag ansehen
SteveJenns on März 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 Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
geekbleek
Teilnehmer/-in
Januar 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Deals
89 Likes
35 Antworten
geekbleek
Teilnehmer/-in
Januar 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...Beitrag ansehen
Lu2Swag on Januar 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 Beitrag ansehen
Antworten Idee Tickets
117 Likes
39 Antworten
geekbleek
Teilnehmer/-in
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...Beitrag ansehen
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.
Antworten Idee Products & Quotes
341 Likes
117 Antworten
geekbleek
Teilnehmer/-in
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. ...Beitrag ansehen
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