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ErinHertz
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コミュニティー参加日： ‎3 13, 2020
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  • いいね！した数
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  • いいね！獲得数
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    6

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BTacquard 6月 28日, 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 続きを読む
返信 アイデア Deals Workflows
2 いいね！
2 コメント
ErinHertz
メンバー
12月 29日, 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...続きを読む
LPetherick1 7月 17日, 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.
返信 アイデア Deals
1 いいね！
1 コメント
ErinHertz
メンバー
10月 24日, 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 3月 04日, 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 続きを読む
返信 アイデア Workflows
5 いいね！
2 コメント
ErinHertz
メンバー
9月 22日, 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 4月 01日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties Users & Teams & Permissions
6 いいね！
1 コメント
ErinHertz
メンバー
8月 09日, 2023
I am running into this issue right now as well!
JBearn 5月 27日, 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 続きを読む
返信 アイデア Contacts & Companies
7 いいね！
3 コメント
ErinHertz
メンバー
2月 17日, 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 ...続きを読む
jnormand 10月 08日, 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 続きを読む
返信 アイデア Products and Quotes
164 いいね！
74 コメント
ErinHertz
メンバー
2月 16日, 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...続きを読む
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