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
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
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
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.