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jmh117
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Member since ‎Apr 29, 2020
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  • solutions
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Jennifer Hart

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jmh117 on September 29, 2021
HubSpot Support as User for List and Property Creation
Currently when HubSpot support creates a list or property, the list or property shows as being created by a "Deactivated User." Under properties you can hover to find out who the deactivated user was, but it just gives you a name, it doesn't tell yo read more
Reply Idea Properties
0 upvote
0 Reply
hannahflat on March 18, 2021
Ability to hide options within a property
It would be really useful to be able to hide certain options within properties. For example, on a deal we have a Relationship Manager property, and that represents the person who closed the deal. But we have had a big change in our team and many read more
Reply Idea Properties
6 upvotes
1 Reply
jmh117
Participant
September 22, 2021
100% agree! This already exists in the context of forms where you can hide an option from being presented, I just want to be able to do it in deals, ...read more
JPIFerguson on February 05, 2021
Custom Sidebars For Different Pipelines
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
Reply Idea Deals
63 upvotes
12 Replies
jmh117
Participant
February 08, 2021
This is absolutely needed. Different pipelines have a lot of different information that gets tracked and matters more or less or is completely irrele...read more
jmh117 on November 30, 2020
Sales Documents in Marketing Emails
Is there a way to dynamically link to a sales document in a "marketing" email? Right now I can create the link and add it to our automated email that is part of our sales process, but I'm the one who gets the notification that someone clicked the li read more
Reply Discussion Professional
3 upvotes
5 Replies
jmh117
Participant
December 03, 2020
YES! 100% would want to be able to score a lead higher if they spent X time v. clicked and closed almost immediately. That would be fabulous!
jmh117 on November 30, 2020
Sales Documents in Marketing Emails
Is there a way to dynamically link to a sales document in a "marketing" email? Right now I can create the link and add it to our automated email that is part of our sales process, but I'm the one who gets the notification that someone clicked the li read more
Reply Discussion Professional
3 upvotes
5 Replies
jmh117
Participant
December 03, 2020
YES! 100% would want to be able to score a lead higher if they spent X time v. clicked and closed almost immediately. That would be fabulous!
Solved
smk on June 23, 2020
How can I automatically create a company in an automation workflow?
I can create a deal, ticket, or task, but how do I create a company?
Reply Discussion Workflows
1 upvote
11 Replies
jmh117
Participant
June 26, 2020
We solved it with a Zap - creating a smart list of individuals without companies who were created using a certain form and then using Zapier to creat...read more
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