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RobinI
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Mitglied seit ‎Sep 24, 2020
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Robin Iss

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Dylan on Januar 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal Beitrag ansehen
Antworten Idee Deals Tickets
344 Likes
141 Antworten
RobinI
Teilnehmer/-in
November 18, 2021
Definitely, something is needed when we use different pipelines (1 for CSM and 1 for Sales) to ask relevant field at deal creation
BradCarter on Juli 24, 2019
organise/arrange contacts on company record
I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevan Beitrag ansehen
Antworten Idee Contacts & Companies
286 Likes
111 Antworten
RobinI
Teilnehmer/-in
Oktober 19, 2021
So annoying for my Sales Team... definitely something which could bring us to a bigger CRM solution such as SF on the long run...
nataliewickham on September 11, 2019
Ability to organize/modify associated contacts within a company record
I want the ability to prioritize/sort/order the associated contacts on a company record. I'd like to be able to pin my main point of contact at the top of that list -- especially when I'm working with companies that have 10+ associated contacts.
Antworten Idee Contacts & Companies
34 Likes
9 Antworten
RobinI
Teilnehmer/-in
Oktober 18, 2021
Would be great! It's a nightmare for my sales team to prioritize when they have 20+ contacts for the same account!
Stanczak on Oktober 19, 2017
Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati Beitrag ansehen
Antworten Idee Contacts & Companies Deals Workflows
189 Likes
54 Antworten
RobinI
Teilnehmer/-in
Juni 15, 2021
Any update? Would be very happy to get this new feature as well 🙂
MLM90 on Januar 20, 2021
Allow automated tasks to be assigned to custom HubSpot user fields
Currently when you are setting up tasks within workflow automation you can only assign them to 'deal owner' 'specific user' or 'no one'. Can you add the functionality to be able to assign tasks to custom HubSpot user fields in the portal too? Simi Beitrag ansehen
Antworten Idee Workflows
11 Likes
3 Antworten
RobinI
Teilnehmer/-in
März 08, 2021
Would be very useful indeed! Looking for the same feature as we have created several custom User field on our objects and cannot use them in workflow...Beitrag ansehen
RobinI on Februar 19, 2021
Enable Date fields update when using Playbooks
It's such a disappointment not to be able to update Field Date when using the playbook feature. For instance we would like to use Playbook to enable CSM to renew contracts but it implies having them update some date fields and we cannot integrate t Beitrag ansehen
Antworten Idee Playbooks
1 Likes
0 Antwort
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