Perfil

beccaes
Membro
Membro desde ‎jun 25, 2020
Enviar mensagem
  • Soluções
    0
  • Respostas
    0
  • Avaliações positivas dadas
    11
  • Avaliações positivas recebidas
    8
  • Ideias
    1

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Becca Smith

Atividade

beccaes on Setembro 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 Leia mais
Responder Discussão
6 avaliações positivas
1 Respostas
palmerij2 on Fevereiro 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: Leia mais
Responder Idéia Deals
61 avaliações positivas
19 Respostas
beccaes
Membro
Agosto 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 Julho 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.
Responder Idéia Contacts & Companies Deals Integrations
19 avaliações positivas
6 Respostas
beccaes
Membro
Agosto 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...Leia mais
HelenRoss on Agosto 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 Leia mais
Responder Idéia Companies Company Properties
17 avaliações positivas
10 Respostas
beccaes
Membro
Agosto 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 ...Leia mais
beccaes on Agosto 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 Leia mais
Responder Idéia Snippets & Templates
2 avaliações positivas
0 Respostas
Dylan on Janeiro 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 Leia mais
Responder Idéia Deals Tickets
344 avaliações positivas
141 Respostas
beccaes
Membro
Junho 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...Leia mais
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.