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DBritt
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Member since ‎Feb 5, 2021
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  • Upvotes Given
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  • Upvotes Received
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Darcy Britt

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HAmijee on August 31, 2021
Different properties on Deal cards for different pipelines
Is it possible to choose different properties for different pipelines that are viewed on the deal cards for that pipeline?
Reply Discussion Deals Sales
4 upvotes
7 Replies
DBritt
Participant
June 20, 2023
I agree that it's not clear that it's resolved. I would prefer the ability to create pipeline-specific properties and this doesn't appear to be the s...read more
2365063 on January 15, 2021
Deal View Layout by Pipeline or Field selection
Hubspot has been great, but one feature I had in Salesforce that is lacking is the ability to customize the Deal About section per Pipeline. We use Pipelines to separate our lines of business and the About section fields that correspond to each Pipe read more
Reply Idea Deals
89 upvotes
24 Replies
DBritt
Participant
June 20, 2023
This should be a relatively easy but highly impacted change for HubSpot to make. It has been needed for quite a while!
hlpayne on June 01, 2020
Organizing Documents/Attachments
Add option to organize attachments or documents on a contact, company, or deal. Create sub-folders, if necessary to organize document attachments. Ability to remove email signature images or the like that aren't needed, but get added as attachments read more
Reply Idea Contacts & Companies
36 upvotes
10 Replies
DBritt
Participant
August 12, 2022
I completely agree with this suggestion. Using the 'BCC to HubSpot' feature from Outlook is great, but not when HubSpot captures the same attachment...read more
DBritt on June 22, 2022
Ability to export list of reports from report library
For auditing and organizational purposes, it would be extremely helpful if HubSpot would allow users to export a list of the report names from their report library.
Reply Idea CMS Development Tools Imports & Exports
9 upvotes
0 Reply
Solved
NVejby on March 12, 2021
Send customized PDF reports to customers directly from HS
Hello everyone! My company has developed a platform for active breaks during a workday, and one of the things we are tracking in HS is our weekly/monthly "activations" (videos watched on the platform). One of the services we offer to our custom read more
Reply Discussion Dashboards Documents Email Deliverability Professional Reports
5 upvotes
5 Replies
DBritt
Participant
September 08, 2021
This is a great idea and one that our company is looking for as well. Ultimately, we would desire the report to automatically convert into a .pdf or...read more
tom569039875678 on September 23, 2020
Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more
Reply Idea Users & Teams & Permissions
215 upvotes
66 Replies
DBritt
Participant
April 20, 2021
This one certainly has my vote! From a sales management perspective, there is no point in the present restrictions on team membership in HubSpot if ...read more
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