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cdellen
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Member since ‎Aug 22, 2017
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    12
  • Upvotes Received
    32
  • Ideas
    2

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Chris Dellen

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monicaway on April 19, 2017
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
32 upvotes
31 Replies
Participant
August 24, 2018
Yes, this is a real limitation and would seem to be a very simple fix... I think writing a workflow to help is a creative work around, but it is...read more
cdellen on March 02, 2018
It would be GREAT! if HubSpot could extend the Workflows capability to update Deals. Currently, you can use workflow to create or assign a deal... but not update one. Example: If Deal is marked as Lost Than Set Deal Lost date to X. Many read more
12 upvotes
4 Replies
cdellen on December 28, 2017
It would be very helpful to be able to trigger workflow based on engagements. For example, I would like to have a lead status that is set when one of our sales team members has a meeting with a prospect. Thanks!
9 upvotes
2 Replies
lisat2m on July 20, 2017
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this read more
50 upvotes
16 Replies
Participant
August 30, 2017
I agree! Would be super helpful in our use case if we could require this information when a deal reaches a Won/Loss State.
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