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jameseob
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Member since ‎Apr 21, 2020
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JBradford1 on November 22, 2021
Looking for functionality to automatically copy notes from a deal to the notes in a contact
Looking for the functionality that will automatically (maybe with an on/off toggle, in case some people won't use this functionality) copy notes recorded within a deal to the notes activity for a contact. For example, if a customer has a deal open read more
Reply Idea Contacts & Companies
13 upvotes
6 Replies
jameseob
Member
July 13, 2023
This is a must as if the note is done in the Company by mistake we need it in the contact as we operate on retail basis
809CharlieTango on August 30, 2017
Team Mentions (@mention Team)
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
Reply Idea
233 upvotes
91 Replies
jameseob
Member
February 05, 2021
This would be great, needed urgently
lalexander on February 11, 2019
Customize default deal name
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
Reply Idea Deals
205 upvotes
71 Replies
jameseob
Member
May 31, 2020
Agree with all above, with out this feature or the ability to control the deal header it is making it impossible to use
FelipeAvoletta on November 08, 2018
hide pipelines
"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
Reply Idea Sales Content
51 upvotes
20 Replies
jameseob
Member
May 17, 2020
Hi folks I need this too, I do not want my team to see the new deals we have coming in.
MFrankJohnson on January 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
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
Reply Idea Deals
120 upvotes
30 Replies
jameseob
Member
May 12, 2020
This option is required as we have a reserve stage and under offer stage which means the deal can be started in under offer where we then need more d...read more
ds_cv on February 05, 2019
Add contact and/or company timeline activity to deal from workflow
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
Reply Idea Contacts & Companies Deals Workflows
75 upvotes
33 Replies
jameseob
Member
April 29, 2020
Hi, do we have a resolve for this issue yet, The customer completes a form on the website, but this information stays in the contac when the deal is ...read more
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