Profile

AlPal
Participant
Member since ‎Mar 2, 2020
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    16
  • Upvotes Received
    13
  • Ideas
    2

about

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

Following

    Friends list is empty

Alan Penn

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

Activity

MKeramati on March 17, 2023
The idea is to find a potential solution for a process improvement in syncing activity with the object of origin in Deals to the associated object in Contact. So, any tasks or notes created in the deal record are also visible in the contact record. read more
2 upvotes
1 Reply
Participant
May 19, 2023
Yes, once a Contact is associated to a Deal, all notes/calls/activiteis on the contact (eg automated call logs) should automatically be visible on th...read more
benphillips on January 12, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to me@mycompany.com ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal- read more
72 upvotes
22 Replies
Participant
April 28, 2023
+1!!
NKretz on January 27, 2021
Our team would like to integrate hubspot tasks with Microsoft To Do. While the zapier function exists to zap marketing calendar tasks, it currently does not have a way to zap sales tasks. Would definitely love the opportunity to start using our read more
8 upvotes
4 Replies
Participant
March 14, 2023
Can't believe this isn't already available! Please add this!
AlPal on March 08, 2023
Currently, HubSpot allows admins to set the default fields on records like Deals/Contacts. The problem is the admin is unable to push these changes thru to existing users. (Only new users will see the updated field settings as the default. read more
0 upvote
0 Reply
JFinestone on December 31, 2020
Why can't we add an option in a property list field called "Other" that allows you to input manual info? For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage tre read more
140 upvotes
55 Replies
Participant
March 06, 2023
Would be awesome, please add this! It would be the best of both worlds!
joshflightbucks on April 11, 2017
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
223 upvotes
118 Replies
Participant
November 30, 2020
+1
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

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.