adzleach

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Adam Leach

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Neal on June 12, 2019

Filter results in the Duplicates tool

The duplicates tool is a great addition for finding and addressing duplicates in the CRM. A welcome addition to it, however, would be the ability to filter the results by HubSpot properties so that users can target specific areas. For example: I read more

Reply Idea Contacts & Companies

81 upvotes

24 Replies

adzleach

Member | Platinum Partner

November 17, 2022

This is an absolute must-have feature for this tool to be anything more than an MVP.

Monjogard on February 02, 2021

Field dependencies in Playbooks

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more

Reply Idea Playbooks

148 upvotes

39 Replies

adzleach

Member | Platinum Partner

March 01, 2022

This is important for our clients, especially when using playbooks for calling.

adzleach on February 08, 2022

Searchable custom product properties

Allow editing of custom product properties or properties such as hs_sku to allow them to be searched in the product library.

Reply Idea Products and Quotes Properties

0 upvote

0 Reply

adzleach on January 11, 2022

Tax for workflows and reporting (tax as a quote property)

Context Being able to report on and trigger workflows on total tax for a quote is vital for many businesses to remain compliant and ensure that business processes are followed. It's currently not possible to view the total tax on a calculated read more

Reply Idea Products and Quotes Properties Sales Reporting Workflows

2 upvotes

1 Reply

maddyp on October 18, 2021

Deal Line Item Editor Personal / Global Column Preferences

The columns and their order in the line item editor are the same for all users of a HubSpot instance. Additionally, a nyone can make a change that will affect all users. Instead, users should be able to set their own preferences without making glob read more

Reply Idea Products and Quotes

14 upvotes

4 Replies

adzleach

Member | Platinum Partner

November 11, 2021

This is a key feature to enable additional CPQ capabilities for our clients and enable better onboarding and engagement with their teams. Key i...read more

adzleach on September 16, 2021

Automatic contact photos from Gravatar

A Gravatar is a G lobally R ecognized Avatar . You upload an image and create your public profile just once, and then update your public profile photo on any gravatar supported service. HubSpot could implement the free Gravatar API to updat read more

Reply Idea Contacts & Companies

2 upvotes

1 Reply

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