Jon-RevenueOps

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Contributor | Gold Partner

Member since

Message

solutions
0
Replies
10
Upvotes Given
42
Upvotes Received
51
Ideas
4

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

StefaniUAT

Jon Martin

This user hasn't created a bio yet. Edit your own profile here!

Activity

ParkerShort on November 03, 2022

Let's have a board view for lead status!

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when le read more

Reply Idea Dashboards & Reports Deals Sales Reporting

17 upvotes

9 Replies

Jon-RevenueOps

Contributor | Gold Partner

November 03, 2022

Yes! 100% agree with this. This is especially true for orgs that are focused on lower volume, higer prospect value where you are combining inbound &a...read more

Jon-RevenueOps on October 25, 2022

"Operational" vs User Workflow

It would be really helpful to have 2 different types of workflows. When you get into larger, more complex portals with a ton of workflows, you realize there are 2 very different types of workflows. Workflow Type One is an operational workflow. read more

Reply Idea Workflows

0 upvote

0 Reply

Shiran on October 17, 2022

Allow admins to turn off notifications for users

At the moment, the default setting on notifications is that users get all notifications. This causes a lot of frustration as all users then get email notifications for unassigned conversations and this can only be turned off on a user level. read more

Reply Idea Account Settings

28 upvotes

3 Replies

Jon-RevenueOps

Contributor | Gold Partner

October 18, 2022

This would be great, the other aspect of this would be set up notifications by team (and force them on or off).

Jon-RevenueOps on October 14, 2022

More Filtering on CES Surveys

I would like to be able to filter out specific emails, or domains, or filter by properties to manage who CES surveys are sent to. When there is internal collaboration on tickets (via email) internal contacts get added to a ticket. When that t read more

Reply Idea Feedback Surveys

27 upvotes

5 Replies

NicoleSengers on February 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more

Reply Idea Contacts & Companies Workflows

1070 upvotes

343 Replies

Jon-RevenueOps

Contributor | Gold Partner

June 13, 2022

This would be super helpful! I really need this ASAP.

Jon-RevenueOps on May 10, 2022

Preview doesn't include sections below the "About this Object"

I am dealing with an issue where we are using the enterprise custom sidebars on the left-hand side both for team views as well as dependencies (if field has X value, show these additional fields). I am realizing that the preview function only read more

Reply Idea Admin CRM Enterprise

5 upvotes

0 Reply

View latest posts