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DBritt
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Membro desde ‎fev 5, 2021
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Darcy Britt

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HAmijee on Agosto 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?
Responder Discussão Deals Sales
4 avaliações positivas
7 Respostas
DBritt
Participante
Junho 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...Leia mais
2365063 on Janeiro 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 Leia mais
Responder Idéia Deals
71 avaliações positivas
22 Respostas
DBritt
Participante
Junho 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 Junho 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 Leia mais
Responder Idéia Contacts & Companies
31 avaliações positivas
10 Respostas
DBritt
Participante
Agosto 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...Leia mais
DBritt on Junho 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.
Responder Idéia CMS Development Tools Imports & Exports
9 avaliações positivas
0 Respostas
Solucionado
NVejby on Março 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 Leia mais
Responder Discussão Dashboards Documents Email Deliverability Professional Reports
4 avaliações positivas
5 Respostas
DBritt
Participante
Setembro 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...Leia mais
tom569039875678 on Setembro 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 Leia mais
Responder Idéia Users & Teams & Permissions
188 avaliações positivas
42 Respostas
DBritt
Participante
Abril 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 ...Leia mais
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