We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Profile

shawnlin
Participant
Member since ‎Feb 13, 2020
Message
  • solutions
    0
  • Replies
    6
  • Upvotes Given
    4
  • Upvotes Received
    17
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Shawn Lin

This user hasn't created a bio yet. Edit your own profile here!

Activity

NatHiggins on March 02, 2021
Create a Follow Up Task when Sending an Email from the Inbox
When you send an email from a Company, Contact, Deal or Ticket record, you have the option to create a follow up task. It would be great if this functionality could also be available when sending an email from within the Inbox.
Reply Idea Conversations Tasks
24 upvotes
3 Replies
shawnlin
Participant
February 22, 2021
Hi Team, Noted there is a "Create A Follow-up Task" checkbox from various UI including email under contact/company profile and notes under contac...read more
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
18 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Solved
monicaway on April 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Reply Discussion
32 upvotes
31 Replies
shawnlin
Participant
August 25, 2020
Hi Pam, I've left message in the post you indicated. Do you have a timeline when that idea will be reviewed?
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
18 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
18 upvotes
38 Replies
shawnlin
Participant
September 17, 2020
If required by regulation, it sounds even more like a pressing need. Hope @Anonymous & HubSpot product team would take this important feedback in...read more
Phildexter on May 31, 2017
Sorting list by associated company
for some reason it's not possible to sort the deals and contacts list by associated company. This would be very useful to group the deals/contacts from one company together while scrolling through the list. ...and since only a single compa read more
Reply Idea Contacts & Companies Lists
153 upvotes
44 Replies
shawnlin
Participant
July 27, 2020
This is very important. We can't figure out why it is not available. Initially we thought maybe its an alien property until today i exported deals a...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • 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.