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TELLandTRAiN
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Member since ‎Aug 29, 2017
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Kevin Kru

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Briceclark on August 01, 2018
Segmented Payments on Quotes
Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot. Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration read more
Reply Idea Products & Quotes
112 upvotes
47 Replies
TELLandTRAiN
Member
January 12, 2022
Yes, I agree this is an issue, espcially with the new payments option which is great. Milestone / installment payments isn't quite the same as a subs...read more
TELLandTRAiN on October 19, 2021
Payments Beta - needs ability to use existing Stripe account
I'm trying to set up payments but it's forcing me to create a new Stripe account but I want to use my existing Stripe account.
Reply Discussion Hubspot Payments Beta
1 upvote
3 Replies
NinaKovari on August 23, 2019
Expanding Company Relation Hierarchy
We do a lot of business with international companies that have various branches across the globe. It would be useful to be able to associate these branches with each other through a "sister" or "related" company relationship, similar to the parent/c read more
Reply Idea Contacts & Companies
14 upvotes
8 Replies
TELLandTRAiN
Member
April 17, 2020
Yes, we need this too. Current Parent-Child relationships doesn't help us with many-to-many relationships.
VagaeNatus on June 24, 2019
Date-filters: Improve Options Across all of Hubspot [Master Idea]
Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This iss read more
Reply Idea Contacts & Companies Deals Lists Marketing Reporting Sales Reporting
358 upvotes
54 Replies
TELLandTRAiN
Member
March 09, 2020
Simply adding an 'is not' boolean logic option would fix a lot of issues here and is my reason for replying here. I want to find all acccounts who's ...read more
bfelker on February 21, 2018
Make Call Outcome required
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
Reply Idea Calling Contacts & Companies
221 upvotes
102 Replies
TELLandTRAiN
Member
February 27, 2020
Make certain fields required (call type, outcome, etc) when logging calls, meetings, etc. This helps with sales person compliance to drive better re...read more
sebavicto on March 02, 2017
Default email address for sending from CRM
Hi, I've my admin email address and I also have several other connected accounts. How can I do to set-up as default one of the "others" connected accounts instead of my Admin account? Thanks in advance for anyone who can help me on this. read more
Reply Idea Account Email Tracking Messages Settings
260 upvotes
114 Replies
TELLandTRAiN
Member
July 25, 2019
Need it. Want it.
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