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spencerpsmith
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Member since ‎Mar 5, 2020
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spencerpsmith on March 17, 2022
Enable "Number of Decision Makers" to pull from all associated contacts
It appears the HubSpot Company property "Number of Decision makers" only reflects contacts who are show that comonay as their Primary Company. Is there a way for it to relfect all contacts, regardless of Primary Association? We have Decision Maker read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
MSJ-15 on April 20, 2021
Assign Conversation Owners within Workflow
We have specific use cases where conversations/tickets are assigned to specific members on the team based on the region where the contact is located. We are able to successfully reassign tickets based on contact/company properties BUT are read more
Reply Idea Conversations Workflows
150 upvotes
45 Replies
spencerpsmith
Participant
March 01, 2022
Great idea, I can't believe a workflow can't be created to set the Conversation Owner.
Solved
Branikita on November 09, 2021
Cards in pipeline are sorted in a wrong order
Cards in pipeline are sorted in a wrong order. It happened for all our pipelines
Reply Discussion Dashboards Deals
0 upvote
5 Replies
spencerpsmith
Participant
February 04, 2022
I have a similar question but in regards to the Deal Cards in a Company Record. The deals don't follow a logic or priority, so we'll have closed or ...read more
Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
347 upvotes
141 Replies
spencerpsmith
Participant
March 23, 2021
Great idea! This would be amazing,
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