ErinHertz

Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Membre

Membre depuis

Envoyer un message

Solutions
0
Réponses
0
Mentions J'aime ajoutées
68
Mentions J'aime obtenues
204
Idées
6

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

La liste d'amis est vide

Erin Hertz

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

BTacquard le Juin 28, 2021

Internal Marketing Email in Deal Workflow or Editable Internal Notifications

I have a deal-centered workflow and need the capability of either editing the "internal email notification" or the ability to send an "internal marketing email" because of its editable capabilities. Having this funcitonality on the deal workflows a Lire la suite

Répondre Idée Deals Workflows

2 Mentions J'aime

2 Réponses

ErinHertz

Membre

Décembre 29, 2023

This is very much needed for our company as well. We send internal notifications based on a deal closing and we need the functionality of a marketing...Lire la suite

LPetherick1 le Juillet 17, 2023

Order Deal Association Sidebar

A way to highlight or split out Closed Won deals in the right-hand sidebar on both the Contact and Deal record. This would make it far easier to see closed won deals at a glance on records where there are multiple deals.

Répondre Idée Deals

1 Mention J'aime

1 Réponse

ErinHertz

Membre

Octobre 24, 2023

I had a similar idea! In the settings, you could let us dictate the order of importance of deal stages for it to display on the contact record.

BLee4 le Mars 04, 2021

Send external email alerts from a workflow

Hi! In Salesforce we currently have the ability to send email external email alerts from a workflow. We can set up the criteria/trigger such as Account Name contains ____________ and Account created equals __________ . When a Company Record Lire la suite

Répondre Idée Workflows

5 Mentions J'aime

2 Réponses

ErinHertz

Membre

Septembre 22, 2023

On Contact based workflows, I'm able to set up an external marketing email send but this is n't available on Deal workflows - which we really need!

HBruce le Avril 01, 2022

Views by Users

We are a business with over 100+ users on HubSpot and there is currently no way to tell which users own the Views on HubSpot. We need a feature to be able to see who owns what views. I am currently in the process of trying to archive a Deal Lire la suite

Répondre Idée Contacts & Companies Deals Properties Users & Teams & Permissions

6 Mentions J'aime

1 Réponse

ErinHertz

Membre

Août 09, 2023

I am running into this issue right now as well!

JBearn le Mai 27, 2022

Re-order Associated Contacts on Company View

When viewing a Company's page, I would like to have the ability to Re-order the Contacts associated with that Company in the right-side column. There is a limit of viewing 5 associated Contacts at a time, so if you have an important contact that you Lire la suite

Répondre Idée Contacts & Companies

7 Mentions J'aime

3 Réponses

ErinHertz

Membre

Février 17, 2023

This also would be a good framework for any type of cross-associatations, such as deals on a contact record! I We have scenarios where a contact may ...Lire la suite

jnormand le Octobre 08, 2020

More control over product lists like filtering or advanced search

Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m Lire la suite

Répondre Idée Products and Quotes

164 Mentions J'aime

74 Réponses

ErinHertz

Membre

Février 16, 2023

Greatly needed! Our Quickbooks Integration has made over 40,000 products in our library and I want to get these all sorted into other folders. Whethe...Lire la suite

Voir les derniers posts

Sauvegardez le contenu dans vos favoris pour accéder rapidement aux conversations les plus utiles.

Premiers pas

Faisons connaissance ! Pour commencer, parlez-nous plus en détail de vos centres d'intérêt.

Présentations

Entrer en contact avec d'autres membres de la communauté est le meilleur moyen d'en tirer le meilleur parti. Voici quelques personnes que vous pourriez contacter.