ringer135

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solutions
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Replies
4
Upvotes Given
21
Upvotes Received
8
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Activity

brunomaion on May 10, 2019

Export quotes data to an excel spreadsheet

We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull read more

Reply Idea Products and Quotes

87 upvotes

25 Replies

ringer135

Participant

September 26, 2024

also need

RT_Maxwell on August 16, 2023

Deal Insights Beta - Improvements needed

With the rollout of Deal Insights, I have some requests based on immediate feedback. The ability to control the show or hide of insights from the admin level. What if I don't want my users to have that? What if I only want some users to have it read more

Reply Idea Deals

45 upvotes

11 Replies

ringer135

Participant

June 26, 2024

upvote

ringer135 on May 23, 2024

Form or CTA triggered based on property fields

This was inspired from some of our client's maintenance support dates expiring, but I could see this functionality being useful for a lot of marketing related areas. Essentially, we have clients whose maintenance support contracts have expired. Ins read more

Reply Idea CTAs

0 upvote

0 Reply

abowman3d on April 25, 2017

Major Improvements Needed for Hubspot Scoring

Please upvote this idea! Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts. 1.) All read more

Reply Idea Contacts & Companies

455 upvotes

144 Replies

ringer135

Participant

April 02, 2023

Let me be frank, Hubspot does a lot of things right and only a handful of things poorly. (AND I'm very impressed to see the volume of new/updated f...read more

Anonymous on March 20, 2020

Account Hierarchy View

LOVE LOVE LOVE the parent/child company feature - it's going to help immensely with us managing how all of our local accounts role up into our larger national opportunities. That being said, it would be awesome to have a hierarchy view similar t read more

Reply Idea Contacts & Companies

27 upvotes

4 Replies

ringer135

Participant

January 09, 2023

Upvoted - we are investigating if we can discontinue our Salesforce contract and the way they display the parent/child hiearchy is way better than Hu...read more

lujemo on June 02, 2020

Show child companies in Target Account overview of parent company

We need the functionality to display child companies and associated info in the target account overview of a Parent company account. Currently, if we have the parent company as a target account, we can't see any child company information. We read more

Reply Idea Contacts & Companies

81 upvotes

34 Replies

ringer135

Participant

January 08, 2023

Upvoted - we are considering the elimination of Salesforce. Right now Salesforce's way of displaying the Parent/Child hierarchy is the gold standard....read more

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