vanessahunt

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Vanessa Hunt

Pleased to meet you! I'm Vanessa, a CRM and marketing consultant based in the UK, but working globally. I'm a Platinum Partner, fluent in French and German (and some Italian). I love creativity and tech, so Marketing Automation is an area I specialise in. I support businesses across their full tech stack and business operations - MA, CRM, ERP, PSA, PM solutions and more! I can assist throughout all phases of your technology project including requirements gathering, process design, vendor selection, configuration, data migration and training. Or I can support in a single area where you'd benefit from some short-term expertise. Please contact me via my website or email (see links below) if you have a project you'd like to discuss. || HubSpot Tier: Platinum Partner ||

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vanessahunt le Avril 16, 2024

Deals > Lock down deal Amount e.g. can only be populated from line items

I have a client with the use case where we would ONLY like the Deal Amount to be updated by the values from Line Items. We can create a Workflow to 'clear' the Amount of the Deal if it has no Line Items, but ideally just need a check box that Lire la suite

Répondre Idée Products and Quotes

2 Mentions J'aime

0 Réponse

vanessahunt le Avril 16, 2024

Prevent users from changing a Line Item’s Name when adding to Deal

Currently it is possible to add a Product (from the Product Library) to a Deal, and modify its name. It's not possible to restrict Name changes (as you can for other Properties) based on Profile or user. This means that Reports on Line Items Lire la suite

Répondre Idée Products and Quotes

2 Mentions J'aime

0 Réponse

egp19 le Mai 29, 2020

Calculated properties for Products

Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates Lire la suite

Répondre Idée Products and Quotes

255 Mentions J'aime

67 Réponses

vanessahunt

Contributeur de premier rang | Partenaire solutions Platinum

Avril 16, 2024

Agree wholeheartedly that calculated properties and/or score properties are needed for more customisation of Products/Line Items. I have a client wit...Lire la suite

vanessahunt le Mars 06, 2024

Need to be able to switch off 'email requirement' in Documents once loaded

I've created some Documents for my client and have included a link to each Document in several email Templates . When I first inserted the Documents into the email templates, I toggled ON the 'require email to view' button. But we've now de Lire la suite

Répondre Idée Sales Documents

0 Mention J'aime

0 Réponse

laurabren le Août 15, 2023

Increase the number of allowed tags per object (>10)

Currently you can only create up to 10 tags per object. I understand the logic of limiting them (tags become meaningless when you have dozens of them), however we have different tags based on which pipeline they're created for, and the 10 tag limit Lire la suite

Répondre Idée Deals Tickets

55 Mentions J'aime

21 Réponses

vanessahunt

Contributeur de premier rang | Partenaire solutions Platinum

Février 20, 2024

There are so many ways that Tags can be used in Pipelines - a limit of 10 is too low for Mid- and Enterprise clients. Please, please can we ha...Lire la suite

efaria le Décembre 29, 2022

First Time to Respond and Time to Close in Business Hours

Hello, It would be beneficial to be able to have the ability to set the first time to respond and time to close tickets in working business hours. Currently, when generating reports for the average time to first response or average time to cl Lire la suite

Répondre Idée Tickets

65 Mentions J'aime

16 Réponses

vanessahunt

Contributeur de premier rang | Partenaire solutions Platinum

Février 19, 2024

For Service Levels we need to be able to report on how many Tickets were generated within v outside of Business Hours. So we need a simple way to sho...Lire la suite

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