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Jung_Yueh_Lien
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jan 26, 2021
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  • solutions
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  • Replies
    3
  • Upvotes Given
    38
  • Upvotes Received
    10
  • Ideas
    1

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Activity

HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
69 upvotes
17 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
October 30, 2023
So needed!
GEiselt on March 01, 2022
Restrict sales email visibility on contact records
We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing ac read more
Reply Idea Contacts & Companies
78 upvotes
39 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 09, 2023
We need to restrict access to sensitive emails within the objects.
jehiguese on August 27, 2018
Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the read more
Reply Idea Conversations
741 upvotes
290 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 08, 2023
When you're redirected to the community, it usually means that there's no solution available, and you should quickly explore alternative methods. I ...read more
jehiguese on August 27, 2018
Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the read more
Reply Idea Conversations
741 upvotes
290 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 08, 2023
When you're redirected to the community, it usually means that there's no solution available, and you should quickly explore alternative methods. I ...read more
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
285 upvotes
106 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
January 06, 2023
it 2023 now after five years waiting , finally here are 256 upvoted 🙂 let keep waiting for another 5 years, then see if there are any ...read more
HappyChicken on April 20, 2020
Unpublish form
I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription. November 7, 2022 Edit: 931 days and counting. Can someone ple read more
Reply Idea Forms
443 upvotes
136 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
November 30, 2022
Agreed, should be an option! it has been 2 years since this QA be raised up 🙂 lots of time i am wondering if leaving QA here for ...read more
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