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lyno1234567
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Member since ‎May 18, 2020
  • solutions
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  • Replies
    2
  • Upvotes Given
    15
  • Upvotes Received
    2
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Solved
Conzo427 on January 14, 2020
I would like to add a hyperlink into a deal so that as the rep is completing the deal, the rep can click the link and bring them over to the onboarding teams scheduling tool. I have created a property that is named the URL and having the rep copy a read more
4 upvotes
5 Replies
Key Advisor
August 06, 2020
Hi, You can create a workflow based off deal stages that will create a task with the hyperlink. So deal pipeline = xyz and stage = closed, send tas...read more
AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1342 upvotes
442 Replies
Member
April 04, 2022
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
Solved
Seth on February 21, 2017
I want to be able to create a new deal or task in hubspot from gmail. Insightly allows us to do this and it makes it easy for our team to update the CRM right from the email they are currently working on, automatically associating the contact with t read more
32 upvotes
19 Replies
Participant
March 23, 2021
I agree, this seems pretty basic. I'm probably going to stop using Hubspot because of this one factor. It seems like it had everything else I wanted!...read more
Jeffrey_B on November 19, 2019
Stuart or Stu? Richard or Rick? Jeffrey or Jeff? Susan or Sue? Often there is a difference between "first name" and "you can call me X". It would be handy to have that information close at hand when making phone calls.
14 upvotes
6 Replies
Participant
August 31, 2021
that is a fairly basic requirement for me...
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