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kmoehring
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Membro desde ‎mai 13, 2020
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Keith Moehring

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Spitfire33 on Fevereiro 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.
Responder Idéia Custom Objects Deals
34 avaliações positivas
9 Respostas
kmoehring
Participante
Outubro 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 Abril 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.
Responder Idéia Account Settings
498 avaliações positivas
168 Respostas
kmoehring
Participante
Abril 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...Leia mais
Pasqual on Abril 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 Leia mais
Responder Idéia Deals
78 avaliações positivas
36 Respostas
kmoehring
Participante
Agosto 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...Leia mais
Solucionado
Djordje on Setembro 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 Leia mais
Responder Discussão Contacts Deals
0 avaliações positivas
6 Respostas
kmoehring
Participante
Julho 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...Leia mais
lou_ae on Novembro 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 Leia mais
Responder Idéia Marketing Emails
379 avaliações positivas
118 Respostas
kmoehring
Participante
Abril 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 ...Leia mais
Brandonbaker on Setembro 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) Leia mais
Responder Idéia Knowledge Base
764 avaliações positivas
214 Respostas
kmoehring
Participante
Novembro 18, 2020
This is a feature that would be very valuable to us.
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