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LordTravis
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Mitglied seit ‎Feb 5, 2020
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2365063 on Januar 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 Beitrag ansehen
Antworten Idee Deals
87 Likes
23 Antworten
LordTravis
Teilnehmer/-in
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 ...Beitrag ansehen
christourre on Dezember 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. Beitrag ansehen
Antworten Idee Deals
178 Likes
86 Antworten
LordTravis
Teilnehmer/-in
Juli 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 Beitrag ansehen
Antworten Idee Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
411 Likes
167 Antworten
LordTravis
Teilnehmer/-in
Mai 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...Beitrag ansehen
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.
Antworten Idee
106 Likes
35 Antworten
LordTravis
Teilnehmer/-in
Februar 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...Beitrag ansehen
corrivj on Januar 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 Beitrag ansehen
Antworten Idee CMS Development Tools
247 Likes
62 Antworten
LordTravis
Teilnehmer/-in
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 ...Beitrag ansehen
stephentradify on Juli 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 Beitrag ansehen
Antworten Idee Lists Workflows
409 Likes
103 Antworten
LordTravis
Teilnehmer/-in
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...Beitrag ansehen
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