Profile

ALucas0
Member
Member since ‎Dec 21, 2020
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    21
  • Upvotes Received
    12
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Alison Lucas

This user hasn't created a bio yet. Edit your own profile here!

Activity

ALucas0 on August 25, 2023
Workflows - Option for Target Objects to associate to "New Deals" Only
Hi, In the workflows and the deal associations I would like to see a default option to only apply updates to NEW DEALS created. At the moment we only have: I would like the option to copy to new deals only There are ma read more
Reply Idea Workflows
0 upvote
0 Reply
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
958 upvotes
252 Replies
ALucas0
Member
August 25, 2023
Totally agree - I need to find a way to copy company properties to "New Deals ONLY" and remove the manual steps for the sales and customer success te...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
958 upvotes
252 Replies
ALucas0
Member
August 25, 2023
Totally agree - I need to find a way to copy company properties to "New Deals ONLY" and remove the manual steps for the sales and customer success te...read more
TonyD on September 23, 2020
PRODUCT CATALOG VIEW
The restricted field of view on product catalog makes it hard to read the actual product description. We have multiple providers for essentially the same product and we often add in anwhere up to 100 products into a single order. Because of the narr read more
Reply Idea Account
7 upvotes
3 Replies
ALucas0
Member
February 28, 2023
It would be great to be able to ahve images displayed here as well so staff can visually check what they are selling.
MJZook on December 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
Reply Idea Deals Workflows
109 upvotes
23 Replies
ALucas0
Member
December 06, 2022
All the Proposed solutions required workarounds using workflows, and or using third party solutions to enable this functionality, where it is a basic...read more
leechen on November 22, 2022
Export Revenue Goals data in Report
Posting on behalf of a customer here: Would be greatly helpful if the data we see in reports regarding revenue goals can be exported and analysed in excel - would increase the utility of the data exponentially!
Reply Idea Analytics Tools Sales Reporting
7 upvotes
2 Replies
ALucas0
Member
November 22, 2022
This extends beyond the revenue goals, we also need to see the attainment of goal, other % metrics, gap to the goal (as a number and a %). We use das...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • 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.