KTownsend

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22
Respuestas
63
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30
Me gusta recibidos
144
Ideas
8

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Katie Townsend

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KTownsend en Abril 05, 2024

Notification when deals are deleted

It would be really useful for there to be an option to notify admins when deals are deleted in HubSpot, in case they are deleted by accident so they can restore the records, or just so the admin team know for their own records.

Responder Idea Deals

13 Me gusta

0 Respuestas

KTownsend en Marzo 12, 2024

Add required playbooks & line items in the deal pipeline stage properties

It would be useful to have an option to make playbooks and line items required as well as deal properties in the pipeline 'update stage properties' settings. Sometimes we don't know line items until a later stage in the deal, so makiing this mandato Leer más

Responder Idea Deals

3 Me gusta

0 Respuestas

KTownsend en Noviembre 27, 2023

Ability to hide properties with no value from left sidebar

It would be really useful to be able to hide properties that have no value (i.e. they haven't been filled in yet) from showing on the default left sidebar for contact and deal records. it makes it harder to see information at a glance, because we ha Leer más

Responder Idea Contacts & Companies Deals

19 Me gusta

2 Respuestas

KTownsend en Octubre 12, 2023

Auto-suppress contacts from specific workflows

We have business units, and would like to be able to automatically exclude contacts from other brands' workflows if they are currently in another workflow. For example, if they are going through a renewal nurture sequence for one brand, we don Leer más

Responder Idea Workflows

1 Me gusta

0 Respuestas

KTownsend en Octubre 12, 2023

Merge contacts via a workflow

It would be super helpful to be able to merge contacts via a workflow. We sometimes have contacts who submit forms with different email addresses, but they have the same reference number, which is a custom property in HubSpot. We want to be able to Leer más

Responder Idea Workflows

1 Me gusta

0 Respuestas

KTownsend en Septiembre 27, 2023

Ability to see line item quantities in deal list view

It would be great to have the ability to view associated line items and also their quantities from the main deal list view rather than having to click into the deal record to view the quantities - it would help massively with our reporting as we nee Leer más

Responder Idea Deals

7 Me gusta

5 Respuestas

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