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MG_Sara
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Member since ‎Sep 29, 2020
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Sara Holloway

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Activity

DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1219 upvotes
377 Replies
MG_Sara
Participant
March 22, 2021
Thank you for the update @jeffvincent ! I'm sure the process of developing and rolling out these updates is complex, but as some other users fo...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
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
Reply Idea Deals
1362 upvotes
445 Replies
MG_Sara
Participant
March 02, 2021
Can we have indivudal users enroll in the Beta Group or does it have to be all users associated with our company? Thanks!
ReviewNewspaper on October 29, 2020
Beta Task Change
The new beta task system requires too many steps after refreshing. Reverts back to All tasks every time rather than holding overdue. I work my list in reverse order. So after reviewing and handling a task, I advance the date. Then it goes to read more
Reply Idea Tasks
1 upvote
1 Reply
MG_Sara
Participant
December 08, 2020
Additional request/change: Re-order (or allow cusomization) of the tasks associations As it is now the Associations seem to display in the follow...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1219 upvotes
377 Replies
MG_Sara
Participant
March 22, 2021
Thank you for the update @jeffvincent ! I'm sure the process of developing and rolling out these updates is complex, but as some other users fo...read more
Solved
Mikel4321 on September 24, 2020
Multiple Users (Different teams) assigned to 1 company?
Hello Hubspot folks! I have a head scratcher and I need help. I am trying to figure out the best configuration for my permissions to allow access to my companies. I have 3 departments, each assigned to the own branch in the permissions tree. Histori read more
Reply Discussion Account
1 upvote
6 Replies
MG_Sara
Participant
September 29, 2020
I have similar questions in regards to multiple owners and the security permissions. Many of our Companies and Contacts will have two owners, Owner A...read more
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