ErinHertz

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Erin Hertz

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BTacquard on Junho 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 Leia mais

Responder Idéia Deals Workflows

2 avaliações positivas

2 Respostas

ErinHertz

Membro

Dezembro 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...Leia mais

LPetherick1 on Julho 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.

Responder Idéia Deals

1 avaliações positivas

1 Respostas

ErinHertz

Membro

Outubro 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 on Março 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 Leia mais

Responder Idéia Workflows

5 avaliações positivas

2 Respostas

ErinHertz

Membro

Setembro 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 on Abril 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 Leia mais

Responder Idéia Contacts & Companies Deals Properties Users & Teams & Permissions

6 avaliações positivas

1 Respostas

ErinHertz

Membro

Agosto 09, 2023

I am running into this issue right now as well!

JBearn on Maio 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 Leia mais

Responder Idéia Contacts & Companies

7 avaliações positivas

3 Respostas

ErinHertz

Membro

Fevereiro 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 ...Leia mais

jnormand on Outubro 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 Leia mais

Responder Idéia Products and Quotes

164 avaliações positivas

74 Respostas

ErinHertz

Membro

Fevereiro 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...Leia mais

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