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HeatherR
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Member since ‎Apr 27, 2020
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Heather Rendell

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barthoubn on May 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let read more
Reply Idea Deals
133 upvotes
86 Replies
HeatherR
Member
February 29, 2024
This needs to be sorted ASAP. Our CRM is also a total mess because of this. OUr internal sales members and BDMS are getting VERY frustrated because ...read more
Niamh on February 12, 2021
Choose to allow automatic association of activities between records
Currently you can control when creating a deal or a ticket whether to have the past activities of the assocated contact or company added to the deal/ticket record, but you can not control the automatic association of activities between records, afte read more
Reply Idea Contacts & Companies
36 upvotes
13 Replies
HeatherR
Member
December 12, 2023
Alternatively, why when you disconnect a company from a deal or a contact why does the emails associated to that company or deal, not also disappear?...read more
Niamh on February 12, 2021
Choose to allow automatic association of activities between records
Currently you can control when creating a deal or a ticket whether to have the past activities of the assocated contact or company added to the deal/ticket record, but you can not control the automatic association of activities between records, afte read more
Reply Idea Contacts & Companies
36 upvotes
13 Replies
HeatherR
Member
December 12, 2023
Alternatively, why when you disconnect a company from a deal or a contact why does the emails associated to that company or deal, not also disappear?...read more
HeatherR on November 02, 2023
Report function on using one filter twice
I would love to see the ability to be able to use a filter TWICE in a report. IE : I am trying to report on Deal Stage however I need to use the deal stage filter twice, once for the deal stage it is now in and the 2nd time to filter down even f read more
Reply Idea Sales Reporting
0 upvote
0 Reply
barthoubn on May 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let read more
Reply Idea Deals
133 upvotes
86 Replies
HeatherR
Member
February 29, 2024
This needs to be sorted ASAP. Our CRM is also a total mess because of this. OUr internal sales members and BDMS are getting VERY frustrated because ...read more
SaaSSolutions on February 22, 2022
Ability to edit the panel in top left corner of objects
Having the ability to customize what is shown in the top left portion of the CRM object records would be great. For example, on deal records, some clients use a custom property to calculate their amount and cannot remove the default amount property read more
Reply Idea Deals
118 upvotes
37 Replies
HeatherR
Member
May 02, 2023
I am also upvoting this idea. It is a simple fix and needs to be done pronto. Different business would have different fields they would want to s...read more
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