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ALand
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maximelexstart en Septiembre 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Responder Idea Forms
563 Me gusta
177 Respuestas
ALand
Miembro
Agosto 04, 2021
Please do this, it would be great! I know we can copy properties from contact ones, but that means I'll end up with a bunch of contact and deal prope...Leer más
Tessa3 en Febrero 16, 2021
Associating the survey to deals
Hi, I would like to be able to associate the survey and feedback submissions to a deal. We are sending out deal-based surveys, and right now there is no way to find the feedback submission based on that deal. This would be beneficial for us Leer más
Responder Idea Feedback Surveys
20 Me gusta
11 Respuestas
ALand
Miembro
Julio 28, 2021
I second this, it would be fantastic!
TVento en Abril 01, 2021
Sending email to company-based list
To my surprise it is not possible to send email to company-based lists. We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes d Leer más
Responder Idea Lists Marketing Emails
182 Me gusta
52 Respuestas
ALand
Miembro
Julio 08, 2021
I don't understand why this isn't a thing. I am in shock. I went to send an email to a list of companies and I can't. I'm trying to email schools, wh...Leer más
Wschutt en Agosto 14, 2017
Enrolling contacts at specific places in a workflow
It would be extremely helpful to our team to be able to enroll contacts at specific points in a workflow. It's been difficult for us to create work-arounds in order to do this, especially in workflows where many If/Then branches are needed. For exa Leer más
Responder Idea Workflows
129 Me gusta
23 Respuestas
ALand
Miembro
Julio 06, 2021
Upvoting! Someone messed up and I'd like to enroll a contact at a certain stage!
NilsK en Enero 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Responder Idea Products & Quotes
502 Me gusta
182 Respuestas
ALand
Miembro
Junio 25, 2021
Yes please, I've just been asked for this. Surprised it isn't already on there in all honesty
JKlebanow en Enero 11, 2021
Field Level Permissions: View Access
Because I can't adjust permissions for individual custom objects, I'd like to restrict view access to specific properties within the custom object. As an example, if I have a property, "Credit Card Number," I'd like that value to be either blac Leer más
Responder Idea Users & Teams & Permissions
15 Me gusta
7 Respuestas
ALand
Miembro
Marzo 10, 2021
I would love to be able to do this too! I'd like to restrict something similar to JKlebanow
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