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DarlaM
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Membre depuis ‎févr. 25, 2020
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  • Mentions J'aime obtenues
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Activité

catan le Janvier 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most Lire la suite
Répondre Idée Contacts & Companies Deals Tickets
165 Mentions J'aime
63 Réponses
DarlaM
Participant
Mars 29, 2023
Hello, I agree this needs to be controlled. My use case is that I use a custom object for Partners and I want to be able to automatically have the em...Lire la suite
KarthikC le Octobre 05, 2020
Template folders are not visible when you filter by a specific owner
Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by m Lire la suite
Répondre Idée Snippets & Templates
73 Mentions J'aime
19 Réponses
DarlaM
Participant
Janvier 16, 2023
Yes, I think this is necessary and will just make the system more consistent as we can use folders in most places in Hubspot.
Hlee21 le Juillet 15, 2022
Bullet points
Please implement an easy to edit bullet point in which color changes are possible. Having to enter source code is not everyones strong point.
Répondre Idée Snippets & Templates
2 Mentions J'aime
1 Réponse
DarlaM
Participant
Janvier 03, 2023
Yes, I agree this would be helpful.
XavierDrake le Avril 13, 2017
Default Pipeline
It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt Lire la suite
Répondre Idée Deals
114 Mentions J'aime
26 Réponses
DarlaM
Participant
Septembre 21, 2022
Hi, I have sorted my pipeline in the order I want but it is still defaulting to pipelines that are not the Sales pipeline for creating a new deal on ...Lire la suite
DarlaM le Mai 24, 2022
Filter by Existing in Hubspot Portal for the Prospects Feature
When looking at the Prospects, you can see if the company that was on your website is in the system or not (check mark means yes and plus means you can add it). However you cannot filter the view down by that criteria. It would be nice to have a vie Lire la suite
Répondre Idée Contacts & Companies
0 Mention J'aime
0 Réponse
MBarnes le Novembre 29, 2021
Reporting on Goals: Calls Made, Meetings Held, Deals Created
Currently, there is not a way to report on Goals that are not revenue-based. We have goals set for each user for Calls Made, Meetings Held, and Deals Created but have no way to show how the users are tracking towards their goals on our reporting/das Lire la suite
Répondre Idée Dashboards & Reports
29 Mentions J'aime
8 Réponses
DarlaM
Participant
Mai 20, 2022
We were going to make a whole dashboard based on tracking call and meeting goals, so it was frustrating to realize this isn't possible. We would defi...Lire la suite
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