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pverma
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roarkjanis le Avril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
pverma
Membre
Mai 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
julieta le Juin 08, 2017
Add contact properties for call activity
In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"
Répondre Idée Calling Contacts & Companies
105 Mentions J'aime
36 Réponses
pverma
Membre
Avril 02, 2018
At times, we want to know when did we connect over phone with our customers and last contacted date does not convey this information as it changes wi...Lire la suite
roarkjanis le Avril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
pverma
Membre
Mai 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
Résolues
pverma le Novembre 06, 2017
Excluding a fields from Collected Forms
Is it possible to exclude a field from collected form? Some of the fields that we have does not belong to the contact but deals. We would want to capture only contact level information but exclude any other information.
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0 Mention J'aime
2 Réponses
roarkjanis le Avril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
pverma
Membre
Mai 17, 2018
Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?
monicaway le Mai 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) Lire la suite
Répondre Idée Deals
412 Mentions J'aime
161 Réponses
pverma
Membre
Août 15, 2017
It appears that you can't associate more than a company to a deal via GUI. However, I tried it using APIs and I was able to do so. The deal showed up...Lire la suite
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