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LPereira3
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Member since ‎Jan 12, 2021
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  • solutions
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  • Replies
    4
  • Upvotes Given
    69
  • Upvotes Received
    21
  • Ideas
    4

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Laura Pereira

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Activity

JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
112 upvotes
54 Replies
Madcowe
Participant
September 21, 2022
+1 to this idea. Being able to organise documentation for our clients within Hubspot would be immensely useful
ethankopit on June 26, 2020
A time-tracking tool to track billable hours
HubSpot should create a tool that allows those of us who do time-based work (e.g. consultants, freelancers, creatives, lawyers) to track their time and link it directly to a deal, quote, or project. Right now, there's no easy way to track time insid read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
41 upvotes
8 Replies
RLong8
HubSpot Employee
June 22, 2022
+1 -- would be great to have time tracking tools for support and sales reps!
JessicaReed on September 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C read more
Reply Idea Contacts & Companies
112 upvotes
54 Replies
Madcowe
Participant
September 21, 2022
+1 to this idea. Being able to organise documentation for our clients within Hubspot would be immensely useful
danslb on December 13, 2019
Allow file upload during ticket creation
When creating the support ticket, the Upload File property does not allow uploading a file from PC. I would like to request that this feature be added.
Reply Idea
43 upvotes
8 Replies
JodieG
Member
September 28, 2022
Yes please!! Like, this has been almost 3 years!
ClemOaky on March 24, 2020
Allow File as Field Type in Deal Property
For the sake of proper Contract Management, I want to make sure that a Signed Contract is uploaded for each and every one of my (teams) deals. Currently, I can upload documents to deal, but can't filter on Deals without a file uploaded, and even if read more
Reply Idea Deals
25 upvotes
8 Replies
SSchwager
Member
June 19, 2022
Totally necessary - We use hubspot form for complaints and user regullary send images which need to be displayed in the deal (or atleast saved)
cottley on April 23, 2019
Deal Stage Descriptions
To unify a sales team, it would help to include an explainer of what each Deal Stage is used for. By adding a description to the Deal Stage, each salesperson can be clear what the stage is used for. For Example - If Deal Stage 2 is "Phone Needs read more
Reply Idea Deals
42 upvotes
15 Replies
LizAMS
Member
July 18, 2022
Would love this, hard to align the team if they have to search out of Hubspot for this information.
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