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LordTravis
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Membre depuis ‎févr. 5, 2020
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  • Mentions J'aime ajoutées
    17
  • Mentions J'aime obtenues
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2365063 le Janvier 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 Lire la suite
Répondre Idée Deals
87 Mentions J'aime
24 Réponses
LordTravis
Participant
Avril 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 ...Lire la suite
christourre le Décembre 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. Lire la suite
Répondre Idée Deals
178 Mentions J'aime
86 Réponses
LordTravis
Participant
Juillet 13, 2021
HubSpot's entire system architecture revolves around this one tag being added to deals, so it is impossible to remove.
samglenn le Septembre 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 Lire la suite
Répondre Idée Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
410 Mentions J'aime
167 Réponses
LordTravis
Participant
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...Lire la suite
Aleksandrs le Avril 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.
Répondre Idée
106 Mentions J'aime
36 Réponses
LordTravis
Participant
Février 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...Lire la suite
corrivj le Janvier 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 Lire la suite
Répondre Idée CMS Development Tools
249 Mentions J'aime
62 Réponses
LordTravis
Participant
Septembre 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 ...Lire la suite
stephentradify le Juillet 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 Lire la suite
Répondre Idée Lists Workflows
409 Mentions J'aime
103 Réponses
LordTravis
Participant
Août 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...Lire la suite
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