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jameseob
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Member since ‎Apr 21, 2020
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James Bright

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Activity

809CharlieTango on August 30, 2017
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
125 upvotes
50 Replies
Participant
September 22, 2022
Yes - need this function Team Mentions (@mention Team)
lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
138 upvotes
55 Replies
HubSpot Employee
August 10, 2022
When a deal is created under a contact record and the contact record is associated to a company, the deal name is automatically set to the company na...read more
FelipeAvoletta on November 08, 2018
"Hi there, I am working with deal pipelines. I would like to limit which pipelines certain sales reps of mine have access to. For example, when they go to create a deal I would like them to only be able to utilize pipelines that are related to t read more
50 upvotes
19 Replies
Contributor
November 20, 2021
agreed! even though you can restrict people from seeing deals they don't own, they can still see a whole list of pipelines. I'd like my sales team to...read more
MFrankJohnson on January 17, 2020
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
106 upvotes
26 Replies
Participant
August 22, 2022
Waiting for this functionality too.
ds_cv on February 05, 2019
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Member
February 15, 2021
Totally agree! Would be great to see the website activity and marketing email activity in order to align Sales and Marketing even better.
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