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TXU
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Member since ‎Sep 20, 2020
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Activity

Jtherrien on March 20, 2019
Hey there HS power users. I need some help accomplishing a few tasks. I will be using the CRM and really nothing else as of now. I receive referrals from Realtors, financial advisors, divorce attorneys etc. When they send me a referral I enter the c read more
0 upvote
9 Replies
TXU
Member
April 23, 2022
GB3- and or any other loan officers if your still open to collaboration with loan officers. I would love to share some of the things I have been d...read more
TXU on April 22, 2022
There are many important text messages that go out and sales message seems to have all the integrations to display in hubspot webased but not hubspot mobile. Could the text messages be displayed in the activity on the mobile app as it does on web b read more
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TXU on January 27, 2022
Please find a way to add more tokens in addition to the ones circled for the User (Deal Owner). the deal owner is the sales person , the templates should be able to populate the sales persons phone number, personal landing page, or any other uni read more
0 upvote
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TEsters on December 13, 2020
Hello Team, Looking for an API for a system called Encompass (by Ellie Mae). Need to pull in contact and workflow data from this tool automatically into HubSpot for real time updates. Any plans to get this tool on the list for API purposes? I read more
3 upvotes
1 Reply
TXU
Member
December 06, 2021
is there any ideas to get a mortgage crm built into hubspot ? like jungo is built into salesforce. I thought of possibly integrating salesforce to...read more
TXU on March 13, 2021
Please let us create our own display options for the deal cards. I understand you don't want to have a lot of info on a display card or else it will not be efficent with space. But if we could be allowed to have say a sub stage feature on the c read more
1 upvote
1 Reply
Participant
October 14, 2021
Please let us have this needed functionality. I agree that our users dont want to go scrolling left to right to see what they needed most at a glance...read more
AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1342 upvotes
442 Replies
Member
April 04, 2022
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
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