We created a Custom Object - to represent a master detail in our database. We expected that the Dashboard view would be like a Contacts / Companies style. However, as we opened the Dashboard, the view looks more like a Deal / Lead Dashboard - someth read more

I recently created a Custom Object - to represent Institutions - that should look more like a Company / Contact Record. When I reached the Custom Object's Dashboard - I found that it behaves more like a Deals / Tickets Dashboard - by default, where read more

At present the global Left Sidebar view for all pipelines is somewhat limiting, especially when different deals will have necessarily different critera. A process to curate new sidebar views would allow necessary Deal information to be visible at a read more

Hubspot allows for the creation of multiple pipelines, but apparently doesn't allow for the creation of custom Create Deal form per pipeline. We would greatly benefit from being able to have each pipeline have a unique Create Deal form with a unique read more

We are creating Service Pipelines for Onboarding our customers and automating routine order processing. The order processing requires collecting additional info from clients through forms. We want to send the form links via email, which upon submis read more

We are creating Service Pipelines for Onboarding our customers and automating routine order processing. The order processing requires collecting additional info from clients through forms. We want to send the form links via email, which upon submis read more