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JSlater
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Member since ‎Feb 16, 2021
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JSlater on October 06, 2023
Conversations (Snippets and templates)
Would be ideal if Snippets and Templates (Conversations) could be connected to self-built Custom Objects, allowing for personalisation etc. Also, being able to restrict/select which Snippet/template could be used for an object would be useful (e.g. read more
Reply Idea Conversations
0 upvote
0 Reply
JSlater
Member
June 24, 2022
Reply to Association Label Requirements (and Association Requirements)
It would also be useful to be able to set association labels through workflows, rather than having to manually select these or continue to upload th...read more
JSlater
Member
June 14, 2022
Reply to HubSpot User is Out of Office
Agreed! This is a feature that would really tie many things together. In addition, being able to set workflows with the enrolment tiggers, ba...read more
JSlater
Member
April 25, 2022
Reply to Workflows centered on date property
Can this also be considered for own bulit custom objects please
JSlater on October 08, 2021
Document retention
Hi Hubspot, Who = User {sales team} & Compliance team What = Currently we {users} are saving email communication and attachment to relevant sections within Hubspot {email log/attachment section} however, we have a number of key documents t read more
Reply Idea Deals Sales Documents
1 upvote
1 Reply
JSlater on May 11, 2021
Pipeline/stage "total amount"
Can you please consider allowing for alternative properties to be displayed as the calculated total in the Pipeline/stage "total amount" section. This is defaulted to calculate deal amounts only, however, we would like the option to change this read more
Reply Idea Deals
30 upvotes
13 Replies
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