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beccaes
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Becca Smith

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beccaes on September 16, 2020
Report filtering using "or" criteria
Is there a way to filter a deal report to show deals that meet either of two criteria? In this case, I'm trying to set up a report that shows deals that are either "Closed Won" or marked as "Hot" in a custom property for lead qualification. This see Beitrag ansehen
Antworten Diskussion
6 Likes
1 Antwort
palmerij2 on Februar 21, 2020
Progressive Form Fields, But For Required Deal Stage Properties Updates
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: Beitrag ansehen
Antworten Idee Deals
61 Likes
19 Antworten
beccaes
Mitglied
August 14, 2020
I love this! We also have a handful of "either/or" type properties, and currently don't have a great way to ensure that one or the other is filled.
stellartickets on Juli 27, 2020
Create deal from hubspot gmail extension
make it like "create task" currently works in the gmail extension once the contact has been logged to hubspot crm.
Antworten Idee Contacts & Companies Deals Integrations
19 Likes
6 Antworten
beccaes
Mitglied
August 06, 2020
I'm really disappointed that this isn't a feature yet. The event that most often triggers our reps to create a deal is an email, so having to navigat...Beitrag ansehen
HelenRoss on August 07, 2017
Edit properties from filtered view
Often times I'm bulk editing data on our companies. Unfortunately, not everything can be done through a workflow (though I use those extensively too!). One of my absolute pet bug bears is that I need to click on each company in order to edit the pro Beitrag ansehen
Antworten Idee Companies Company Properties
17 Likes
10 Antworten
beccaes
Mitglied
August 06, 2020
This would be so helpful! It's pretty painful for our users to have to go into each individual record to edit when looking at a list. One example of ...Beitrag ansehen
beccaes on August 02, 2020
Admin access to all templates/snippets
Our portal admins are responsible for monitoring templates/snippets to make sure we're not hitting our account limits. If users create templates or snippets that are not shared, we'll be able to see that we're at (or approaching) our limits, but won Beitrag ansehen
Antworten Idee Snippets & Templates
2 Likes
0 Antwort
Dylan on Januar 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal Beitrag ansehen
Antworten Idee Deals Tickets
344 Likes
141 Antworten
beccaes
Mitglied
Juni 25, 2020
Another upvote for this! This will be so valuable for my team, who manages multiple processes in hubspot with little overlap in terms of the properti...Beitrag ansehen
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