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kmoehring
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Mitglied seit ‎Mai 13, 2020
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Keith Moehring

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Aktivität

Spitfire33 on Februar 10, 2022
Ability to associate deal with custom objects in the "Create deal" form
It would save our team time and mistakes if the "Create deal" form allowed us to associate deals with our custom objects, alongside the standard company and contact objects shown below.
Antworten Idee Custom Objects Deals
34 Likes
9 Antworten
kmoehring
Teilnehmer/-in
Oktober 26, 2022
This is a critical need for one of my clients. If the association doesn't happen when the deal is created, sales reps often forget.
StaceyM on April 27, 2017
User specific time zones
I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.
Antworten Idee Account Settings
498 Likes
168 Antworten
kmoehring
Teilnehmer/-in
April 01, 2022
This is a very important feature to a client. They need it for quarterly forecasting. They are headquartered in Colorado, but some leadership is in C...Beitrag ansehen
Pasqual on April 29, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea Beitrag ansehen
Antworten Idee Deals
78 Likes
36 Antworten
kmoehring
Teilnehmer/-in
August 31, 2021
We need many of the same deals. We were able to clone the deals using a workflow, but cloning the quotes and associating them with the cloned deal wo...Beitrag ansehen
Gelöst
Djordje on September 25, 2020
Copying Contact Custom Properties to Custom Deal Properties possible?
Hi all! We have a form that all our customers fill out to enter our community and seeing as the forms only work with contact properties (boooo!) and I want to see the values in my deal view to save the whole team time and energy. Would there be a Beitrag ansehen
Antworten Diskussion Contacts Deals
0 Likes
6 Antworten
kmoehring
Teilnehmer/-in
Juli 29, 2021
This works great for one deal, but what about if a contact is associated with multiple deals and the information you want to copy over changes. For e...Beitrag ansehen
lou_ae on November 10, 2019
Functionality + support for branding in Dark Mode
Hi there As many may have noticed, big brands are starting to add in the option to view UI in Dark Mode. When we send out an email, our branding currently uses dark text - as most email clients (up until now) have had a light background. If we Beitrag ansehen
Antworten Idee Marketing Emails
379 Likes
118 Antworten
kmoehring
Teilnehmer/-in
April 29, 2021
Considering how different emails look in dark mode, this is a critical tool we need. I also think anyone sending email out of hubspot no matter what ...Beitrag ansehen
Brandonbaker on September 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Beitrag ansehen
Antworten Idee Knowledge Base
764 Likes
214 Antworten
kmoehring
Teilnehmer/-in
November 18, 2020
This is a feature that would be very valuable to us.
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