Profil

GavinL
Teilnehmer/-in
Mitglied seit ‎Nov 19, 2020
Nachricht senden
  • Lösungen
    0
  • Antworten
    2
  • Likes vergeben
    4
  • Likes erhalten
    19
  • Ideenforum
    3

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Gavin Lipschitz

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

jmadore on März 11, 2020
Show total price rather than price per recurring interval with quotes
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 Beitrag ansehen
Antworten Idee Products & Quotes
74 Likes
38 Antworten
GavinL
Teilnehmer/-in
Mai 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Contacts & Companies
19 Likes
5 Antworten
GavinL
Teilnehmer/-in
Oktober 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This functionality is a no-brainer - we should have the ability to hide (or retire) options for a property that are no longer valid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 Januar 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 Beitrag ansehen
Antworten Idee Activity Feed
16 Likes
4 Antworten
GavinL
Teilnehmer/-in
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 &...Beitrag ansehen
caroline_at_hv on Mai 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 Beitrag ansehen
Antworten Idee Contacts & Companies Marketing Reporting
354 Likes
101 Antworten
GavinL
Teilnehmer/-in
Juli 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...Beitrag ansehen
MeganFrancis on Dezember 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. Beitrag ansehen
Antworten Idee Users & Teams & Permissions
5 Likes
3 Antworten
GavinL
Teilnehmer/-in
Juli 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Account Settings
223 Likes
118 Antworten
GavinL
Teilnehmer/-in
Juli 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...Beitrag ansehen
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.