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geekbleek
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Membre depuis ‎janv. 23, 2020
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  • Mentions J'aime obtenues
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Activité

AndyPitre le Avril 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 Lire la suite
Répondre Idée Deals
1385 Mentions J'aime
447 Réponses
geekbleek
Participant
Janvier 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...Lire la suite
MFrankJohnson le Janvier 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 Lire la suite
Répondre Idée Deals
120 Mentions J'aime
30 Réponses
geekbleek
Participant
Janvier 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...Lire la suite
SteveJenns le Mars 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 Lire la suite
Répondre Idée Contacts & Companies
1041 Mentions J'aime
312 Réponses
geekbleek
Participant
Janvier 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 ...Lire la suite
JuliaMongeau le Avril 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 Lire la suite
Répondre Idée Deals
89 Mentions J'aime
35 Réponses
geekbleek
Participant
Janvier 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...Lire la suite
Lu2Swag le Janvier 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 Lire la suite
Répondre Idée Tickets
117 Mentions J'aime
39 Réponses
geekbleek
Participant
Novembre 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...Lire la suite
jmoss le Novembre 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.
Répondre Idée Products & Quotes
341 Mentions J'aime
117 Réponses
geekbleek
Participant
Novembre 02, 2020
@ethankopit - even just quote generation without it being sent to a customer (like thru the standard approval flow) would be incredibly valuable. ...Lire la suite
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