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WinnieHien
Equipe de Produto da HubSpot
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Equipe de Produto da HubSpot
Membro desde ‎nov 23, 2020
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  • Avaliações positivas recebidas
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Winnie Hien

Atividade

christopher-RVO on Fevereiro 08, 2024
Playbooks need an upgrade!
📞 Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity. ✨ Playbooks should have the option to be required between stages (deal stages, ticket statuses, and lifec Leia mais
Responder Idéia Playbooks Sales Reporting
16 avaliações positivas
4 Respostas
WinnieHien
Equipe de Produto da HubSpot
Julho 18, 2024
Hi, I'm the PM for Playbooks and we're starting to explore a couple of new ideas with them. We know Conditional Logic and Sections is a big as...Leia mais
RHudman on Março 07, 2024
Create a card that shows fields from an associated record (not table format)
Hi Guys I would really like the ability to be able a card inside one records (e.g. Deals) showing fields from an associated record (e.g. Company). Currently this can be done is table format card only. What I would like to be able to do is u Leia mais
Responder Idéia Deals
4 avaliações positivas
4 Respostas
WinnieHien
Equipe de Produto da HubSpot
Maio 30, 2024
Hi Rob, this feature is now live. Add it like you would any other card in the record middle column. It's called the Association Property Li...Leia mais
Tnichs on Agosto 23, 2018
View Products Purchased from Contact Record
With the new eCommerce bridge, we can see the items purchased on a deal record, however, we can't from the contact record so therefore, in order to get the purchase history for a client, we have to click into every deal. I have a client who is a whol Leia mais
Responder Idéia Contacts & Companies
34 avaliações positivas
19 Respostas
WinnieHien
Equipe de Produto da HubSpot
Maio 20, 2024
Hi all. This feature is live. Here's the knowledge base article link for it.
RHudman on Março 07, 2024
Create a card that shows fields from an associated record (not table format)
Hi Guys I would really like the ability to be able a card inside one records (e.g. Deals) showing fields from an associated record (e.g. Company). Currently this can be done is table format card only. What I would like to be able to do is u Leia mais
Responder Idéia Deals
4 avaliações positivas
4 Respostas
WinnieHien
Equipe de Produto da HubSpot
Maio 30, 2024
Hi Rob, this feature is now live. Add it like you would any other card in the record middle column. It's called the Association Property Li...Leia mais
LY on Março 16, 2023
Group Contacts by Association Label on the Overview Tab
I like that you can look at a contact's card on the right side of a deal and see the list of their association labels on it. Somewhere on the deal page, I would like to see association labels with lists of contacts that fall under them too. I th Leia mais
Responder Idéia Contacts & Companies Deals
0 avaliações positivas
1 Respostas
WinnieHien
Equipe de Produto da HubSpot
Abril 23, 2024
Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize t...Leia mais
Solucionado
CarolineO on Dezembro 10, 2020
Displaying Line Items on Company Side Bar
We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to v Leia mais
Responder Discussão Professional
33 avaliações positivas
27 Respostas
WinnieHien
Equipe de Produto da HubSpot
Abril 16, 2024
I wish this was an ideas forum post instead so I could update the status. For posterity, this feature is now live. Instructions for how to add it...Leia mais
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