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JonathanM
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Member since ‎Aug 11, 2017
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JonathanM on June 26, 2020
Sales Templates Preview for Outlook add-in
We make extensive use of templates in Outlook. It's hard to recall what templates say exactly what, so it would be a big advantage to be able preview the contents of an email template before choosing it. (Again, this applies to the Outook addin us read more
Reply Idea
3 upvotes
0 Reply
fmacpherson on June 30, 2017
Revert Lifecycle Stage to Lead when an Opportunity is Closed Lost
HubSpot doesn't have the ability to revert the Lifecycle Stage to Lead for Opportunities that have been Closed Lost. If a contact is associated with a Company where there has previously been an Opportunity which was lost, that contact's Lifecycle read more
Reply Idea Contacts & Companies
54 upvotes
17 Replies
JonathanM
Member
August 11, 2017
Completely agree--Lifecycle logic that is rigid and only goes in one direction is a challenge. Like the OP, I want to keep my historical lost deal d...read more
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