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vanessahunt
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner
Member since ‎Jun 23, 2020
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Vanessa Hunt

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vanessahunt
Top Contributor | Platinum Partner
February 13, 2026
Reply to Make color dots on report breakdown uniformed
Yes, Salesforce allows you to do this. You can assign the colour at a picklist level. Now we have optional colours for dots/badges in property Dropd...read more
vanessahunt on February 13, 2026
Include standard 'automated clone Deal' capability to Workflow
It is a common request by HubSpot clients to be able to automatically clone Deals , INCLUDING Line Items - or a selection of Line Items i.e. only those with an ARR value. I appreciate there are several 'apps' you can use - but they are all read more
Reply Idea Deals
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vanessahunt
Top Contributor | Platinum Partner
January 14, 2026
Reply to Custom Goals on Reports with Dashboard filters
Hello Hallie @hhiggins - I appreciate the update. Thanks so much! Best wishes, Vanessa
vanessahunt
Top Contributor | Platinum Partner
October 03, 2025
Reply to Mobile App - default View / Page
As Partners we need more flexibility to customise the layouts four our HubSpot clients in the mobile app!
vanessahunt
Top Contributor | Platinum Partner
October 03, 2025
Reply to Ability to create Project templates in new Project objects
That great to hear! Is there an ETA on that Hallie? Thank you @hhiggins !
vanessahunt
Top Contributor | Platinum Partner
October 03, 2025
Reply to Create Project Using Workflow
Yes I'd like to be able to use workflow to create a Project based on a template, with Tasks starting based on the Delivery Date in the Deal. Wo...read more
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