Perfil

LordTravis
Participante
Membro desde ‎fev 5, 2020
Enviar mensagem
  • Soluções
    0
  • Respostas
    2
  • Avaliações positivas dadas
    17
  • Avaliações positivas recebidas
    3
  • Ideias
    0

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Perry Cavender

Atividade

2365063 on Janeiro 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 Leia mais
Responder Idéia Deals
71 avaliações positivas
22 Respostas
LordTravis
Participante
Abril 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 ...Leia mais
christourre on Dezembro 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. Leia mais
Responder Idéia Deals
177 avaliações positivas
86 Respostas
LordTravis
Participante
Julho 13, 2021
HubSpot's entire system architecture revolves around this one tag being added to deals, so it is impossible to remove.
samglenn on Setembro 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 Leia mais
Responder Idéia Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 avaliações positivas
167 Respostas
LordTravis
Participante
Maio 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...Leia mais
Aleksandrs on Abril 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.
Responder Idéia
105 avaliações positivas
33 Respostas
LordTravis
Participante
Fevereiro 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...Leia mais
corrivj on Janeiro 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 Leia mais
Responder Idéia CMS Development Tools
233 avaliações positivas
61 Respostas
LordTravis
Participante
Setembro 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 ...Leia mais
stephentradify on Julho 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 Leia mais
Responder Idéia Lists Workflows
392 avaliações positivas
101 Respostas
LordTravis
Participante
Agosto 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...Leia mais
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.