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lizchartrand
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Elizabeth Chartrand

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DCL on Mai 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, Beitrag ansehen
Antworten Idee Deals
254 Likes
97 Antworten
lizchartrand
Mitglied
März 12, 2024
Hi JeannieN, In our company's use-case, we are a company that works leads for multiple companies. Although our company works with these companies, th...Beitrag ansehen
DCL on Mai 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, Beitrag ansehen
Antworten Idee Deals
254 Likes
97 Antworten
lizchartrand
Mitglied
März 12, 2024
Hi JeannieN, In our company's use-case, we are a company that works leads for multiple companies. Although our company works with these companies, th...Beitrag ansehen
lizchartrand on Mai 14, 2021
Adjustable or Bigger Frames for One-to-One Email & Templates
I create a lot of templates for our team members to use in HubSpot but something that really impedes updates is just how small the frame is when I'm setting up email templates (one-to-one). Similarly, the window to compose an email on the contac Beitrag ansehen
Antworten Idee Snippets & Templates
1 Likes
0 Antwort
lizchartrand on Mai 07, 2021
Option to exclude contact info from ANY/ALL active deals - not just the one being created
It's come up in our CRM automation that when we create a deal via workflow that we want to exclude the contact info from the deal. This works, but the unfortunate pitfall is that this does not apply to future created deals. The platform defaults wil Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
alice2 on Februar 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Antworten Idee Deals Workflows
93 Likes
23 Antworten
lizchartrand
Mitglied
April 29, 2021
Yes, we really need this update for deal-based workflows. This would greatly impact our team's automated communication with customers! We focus prima...Beitrag ansehen
CéliaMOLINA on Januar 28, 2021
Based on a date for deals
Hello, I recently had a project I wanted to include in my Hubspot management and workflows. The project was to change a specific roperty in Deals section, to another one, each end of month. For example, each 30th of the month , I want my deal Beitrag ansehen
Antworten Idee Deals
3 Likes
2 Antworten
lizchartrand
Mitglied
April 29, 2021
Yes, we really need this feature! This would greatly impact our teams communication with customers! We focus primarily on reaching out to custome...Beitrag ansehen
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