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GavinL
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Member since ‎Nov 19, 2020
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  • Upvotes Given
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  • Upvotes Received
    21
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Gavin Lipschitz

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Activity

jmadore on March 11, 2020
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
95 upvotes
48 Replies
Participant
May 31, 2023
Have the same issue with quotes, and cannot believe Hubspot has not addressed this despite the topicfirst being raised circa 3 years ago * Produc...read more
Cecilia_Decima on September 11, 2020
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
21 upvotes
5 Replies
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This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid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
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
16 upvotes
5 Replies
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
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
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
ThiagoF on May 31, 2021
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic read more
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
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
223 upvotes
118 Replies
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
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