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LordTravis
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コミュニティー参加日： ‎2 5, 2020
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2365063 1月 15日, 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 続きを読む
返信 アイデア Deals
71 いいね！
22 コメント
LordTravis
参加者
4月 15日, 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 ...続きを読む
christourre 12月 29日, 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. 続きを読む
返信 アイデア Deals
177 いいね！
86 コメント
LordTravis
参加者
7月 13日, 2021
HubSpot's entire system architecture revolves around this one tag being added to deals, so it is impossible to remove.
samglenn 9月 04日, 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 続きを読む
返信 アイデア Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 いいね！
167 コメント
LordTravis
参加者
5月 12日, 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...続きを読む
Aleksandrs 4月 10日, 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.
返信 アイデア
105 いいね！
33 コメント
LordTravis
参加者
2月 04日, 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...続きを読む
corrivj 1月 05日, 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 続きを読む
返信 アイデア CMS Development Tools
232 いいね！
61 コメント
LordTravis
参加者
9月 24日, 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 ...続きを読む
stephentradify 7月 26日, 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 続きを読む
返信 アイデア Lists Workflows
392 いいね！
101 コメント
LordTravis
参加者
8月 12日, 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...続きを読む
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