tnielsen

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Todd Nielsen

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tnielsen on November 15, 2024

Attachment Association

There needs to be associations with attachments. So, if an attachment is added for a company, it can also be associated with a deal and be accessible from within the deal or company or any other object the attachment is associated with.

Reply Idea File Manager

0 upvote

0 Reply

tnielsen on August 05, 2024

Report on Logged Emails

I want to be able to report on logged emails—not emails that are sent but emails that are logged. This would be very handy in determining which sales reps are not using Hubspot to send emails and possibly showing which ones have email integration pr read more

Reply Idea Dashboards & Reports

3 upvotes

1 Reply

tnielsen on May 17, 2024

Return to company object after deleting a contact

Currently, after you delete a contact in Hubspot, the Contacts page opens. This is annoying our sales reps because they then have to navigate back to the company they were working on. It would be nice to return the company record after deleting a co read more

Reply Idea Contacts & Companies

6 upvotes

1 Reply

KPruett on January 08, 2024

Restore help button

Before the latest update, HubSpot users could contact support and view their support inbox through the purple help button presented at the bottom right of their portal. Now, in order to contact support and view our support inbox, we must go through read more

Reply Idea HubSpot Support

32 upvotes

18 Replies

tnielsen

Member

February 19, 2024

I agree, this is a pain now.

bencefarkas on March 06, 2020

Restrict moving deals between stages

Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more

Reply Idea Deals Sales Reporting

214 upvotes

88 Replies

tnielsen

Member

November 06, 2023

This is great. Please add me to the beta!

tnielsen on October 31, 2023

Custom Coded Workflow for Formatting Phone Number

I am trying to get the custom coded workflow example working for formatting a phone number but I am getting errors. Here is the code: /** * Transforms a 10-digit U.S. phone number into a standard format. */ const PHONE_NUMBER_PROP = "phone"; const read more

Reply Discussion Custom Code Actions

0 upvote

2 Replies

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