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kagillespie
HubSpot Employee
HubSpot Employee
Membre depuis ‎juil. 25, 2017
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  • Mentions J'aime ajoutées
    101
  • Mentions J'aime obtenues
    318
  • Idées
    8

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Activité

RBarkby le Avril 04, 2018
Splitting Deal Amounts Between Salespeople
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie Lire la suite
Répondre Idée Deals
99 Mentions J'aime
32 Réponses
kagillespie
HubSpot Employee
Août 04, 2023
It would also be so helpful if this logic could also be applied to other areas of the tool like meetings, tickets, etc. Being able to attribute these...Lire la suite
kagillespie le Octobre 18, 2021
Ability to copy Meeting/Activity notes to a property or use Activity "tokens" in workflows
It would be great if there were a way to copy meeting/activity notes to a property here so that they are available to use in Workflows The use case here would be to send meeting notes to a slack channel via our slack integration. At this time Lire la suite
Répondre Idée Meetings Workflows
27 Mentions J'aime
6 Réponses
kagillespie le Juillet 05, 2021
In the Survey Email editor, please allow ability to swap subscription links
In the Feedback Surveys tool, when editing those emails, the only option is the default " Update your email preferences to choose the types of emails you receive". There is no option to edit this. In the normal email editor, you have t Lire la suite
Répondre Idée Feedback Surveys
3 Mentions J'aime
1 Réponse
kagillespie le Juin 08, 2021
Contact and Company based workflows' activity filter options for "Note Body" do not match
It looks like when you create a Company based workflow you can select a trigger criteria of: [at least one associated actitivity has: 'Note Body' was updated in the last X number of days] However when you create a Contact based workflow, th Lire la suite
Répondre Idée Workflows
0 Mention J'aime
0 Réponse
Tracy127 le Septembre 26, 2017
Limit form submission to a certain number
We'd like to be able to disable a form after a certain number of submissions.
Répondre Idée Forms
720 Mentions J'aime
151 Réponses
kagillespie
HubSpot Employee
Avril 09, 2021
It would be especially helpful if this was something that could be both turned on an off as well as used to trigger other actions in the portal. For ...Lire la suite
kagillespie le Janvier 25, 2021
Form Fields: File Upload - Allow adding multiple files even after closing the dialogue box
So the forms tool currently allows users to add a file upload field and it's very useful, but not always intuitive for the end user who is submitting the form. It seems that you need to select all the desired files from the dialogue box at onc Lire la suite
Répondre Idée File Manager Forms
4 Mentions J'aime
0 Réponse
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