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GavinL
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Member since ‎Nov 19, 2020
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    2
  • Upvotes Given
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  • Upvotes Received
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Gavin Lipschitz

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Activity

Cecilia_Decima on September 11, 2020
Ability to Hide Drop-Down Contact Properties
Hello, we've created a contact property to allow our franchisees to select which email campaigns they want to send to their contacts (monthly newsletter, one-time news updates, etc). We have some drop-down options in this property that we'd like read more
Reply Idea Contacts & Companies
18 upvotes
5 Replies
GavinL
Participant
October 24, 2021
This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid
Anonymous on January 28, 2020
Contact Comment Notification - Improve Email
In Contacts, when you create a Note and @mention someone, it sends a notification by email (based on user settings) that includes the contents of the note. There is a new functionality to Comment on an existing Note which allows for a record of read more
Reply Idea Activity Feed
15 upvotes
3 Replies
GavinL
Participant
August 29, 2021
Agree with the above - the email notification needs to - come with context - eg Gavin commented on <deal name>>, or Gavin commented on &...read more
caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
346 upvotes
98 Replies
GavinL
Participant
July 20, 2021
since you are already capturing the date/time the value of any property changes, you should really make available out-of-the-box reporting tools usin...read more
MeganFrancis on December 02, 2020
Colleagues deleting - contacts, tasks, notes etc.
1. I do not want my colleagues to be able to delete any of the activities within the contact. 2. I want to see what activity is being deleted, and an option to restore. 3. I do not want any of my colleagues to be able to delete any contacts. read more
Reply Idea Users & Teams & Permissions
4 upvotes
3 Replies
GavinL
Participant
July 20, 2021
My scenario is similar - I want any user to be able to add notes/comments/attachments in a ticket, but not be able to edit or delete these unless the...read more
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
222 upvotes
118 Replies
GavinL
Participant
July 01, 2021
Thanks for the heads-up Joe ! So just to confirm (before i do configuration changes) - I can manage access per ticket/deal pipeline by either mak...read more
hellowinter on October 05, 2020
Products Folders Needs Subfolders
Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have read more
Reply Idea Products and Quotes
60 upvotes
17 Replies
GavinL
Participant
June 28, 2021
Hi Hubspot, Your product library is too restrictive - no option to have subfolders (eg for folder A, subset into different global regions) - no...read more
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