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kagillespie
HubSpot Employee
HubSpot Employee
Membro desde ‎jul 25, 2017
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Kayla Gillespie

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RBarkby on Abril 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 Leia mais
Responder Idéia Deals
99 avaliações positivas
32 Respostas
kagillespie
HubSpot Employee
Agosto 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...Leia mais
kagillespie on Outubro 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 Leia mais
Responder Idéia Meetings Workflows
27 avaliações positivas
6 Respostas
kagillespie on Julho 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 Leia mais
Responder Idéia Feedback Surveys
3 avaliações positivas
1 Respostas
kagillespie on Junho 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 Leia mais
Responder Idéia Workflows
0 avaliações positivas
0 Respostas
Tracy127 on Setembro 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.
Responder Idéia Forms
725 avaliações positivas
151 Respostas
kagillespie
HubSpot Employee
Abril 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 ...Leia mais
kagillespie on Janeiro 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 Leia mais
Responder Idéia File Manager Forms
4 avaliações positivas
0 Respostas
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