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LordTravis
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Member since ‎Feb 5, 2020
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Perry Cavender

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2365063 on January 15, 2021
Deal View Layout by Pipeline or Field selection
Hubspot has been great, but one feature I had in Salesforce that is lacking is the ability to customize the Deal About section per Pipeline. We use Pipelines to separate our lines of business and the About section fields that correspond to each Pipe read more
Reply Idea Deals
71 upvotes
22 Replies
LordTravis
Participant
April 15, 2022
This is something our organization could really benefit from as well. We have a lot of different pipelines/ticket categories that all use the ticket ...read more
christourre on December 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more
Reply Idea Deals
177 upvotes
86 Replies
LordTravis
Participant
July 13, 2021
HubSpot's entire system architecture revolves around this one tag being added to deals, so it is impossible to remove.
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my read more
Reply Idea Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 upvotes
167 Replies
LordTravis
Participant
May 12, 2021
This, please. It's been a year since the last official comment on it. It is very basic, but it is also incredibly important for businesses attempting...read more
Aleksandrs on April 10, 2019
Bulk edit Parent - Child companies
Would love to have the option to bulk assign multiple child companies to one parent company. A good example would be a hotel chain with the main head office and many subsidiaries.
Reply Idea
105 upvotes
33 Replies
LordTravis
Participant
February 04, 2021
Yes, please! We work with school districts with common domains so this is imperative to our business model. It takes so much in terms of time and res...read more
corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
233 upvotes
61 Replies
LordTravis
Participant
September 24, 2020
Just echoing the sentiments of others here - fluid transition between a development and live environment is essential. As it stands right now, it is ...read more
stephentradify on July 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
Reply Idea Lists Workflows
392 upvotes
101 Replies
LordTravis
Participant
August 12, 2020
Just to agree with everyone here that some additional comparison logic would be great: being able to sort and establish parent/child relationships th...read more
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