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SamBanksProdo
Participant | Diamond Partner
Member since ‎Jan 5, 2021
  • solutions
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  • Upvotes Given
    10
  • Upvotes Received
    79
  • Ideas
    10

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Samuel Banks

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SamBanksProdo on June 20, 2022
Hey HubSpot We love the new functionality to see activities scheduled on deals at a very top level. However it would seem as of right now, these overview's do not factor in any tasks/emails scheduled as part of contacts/deals in seq read more
SamBanksProdo on May 24, 2022
Hey HubSpot, As the Service Hub picks up more traction, it'd be great to include functionality to associate new or existing records to conversations directly from within the inbox (similar to how you do in within a record's view). At the moment, read more
SamBanksProdo on May 18, 2022
Hey HubSpot, We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B" What we're looking to achieve is, "If Field A's Value i read more
26 upvotes
2 Replies
Contributor
May 23, 2022
This realllly needs to be a part of the required pipeline properties. When we're collecting data/additional context on closed lost reasons, for examp...read more
SamBanksProdo on May 17, 2022
Hey HubSpot We love the use of Conditional Sidebars in HubSpot, however, when we input data into a field that triggers a conditional segment/view - we need to remember to refresh for the segment to show. Whilst not ideal, this is okay, but our m read more
SamBanksProdo on May 17, 2022
Hey HubSpot We work with a number of organisations that are migrating to the Service Hub from other software purely for HubSpot's centralised automation and suite of products. A recurring pain point is the lack of functionality to perform actions read more
2 upvotes
1 Reply
Member | Partner
June 10, 2022
I desperately need this functionality as well!
SamBanksProdo on May 10, 2022
Hey HubSpot It would be great to build out the functionality of "secondary teams" in HubSpot. Currently, HubSpot really only uses the Primary team for most tools and fields that reference it i.e. a) If a Sidebar is assigned to a team and tha read more
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