KNickolay

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solutions
0
Replies
1
Upvotes Given
60
Upvotes Received
22
Ideas
6

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Kara Nickolay

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Activity

k8isgreat on June 28, 2017

Automatically associate contact/company records with Deals

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more

Reply Idea Contacts & Companies Deals

351 upvotes

101 Replies

KNickolay

Participant

August 27, 2024

Hi! I like this idea but I think it needs to be taken a step further -- If we could configure how it got auto-associated, that would be useful for us...read more

dbrown1 on July 25, 2019

Edit Automatic Association

It seems that for any Company that Tickets, Deals, Emails, are automatically associated with one another. This makes it difficult for our sales, service or billing teams working out of HubSpot to easily interact with our customers. For example, read more

Reply Idea Contacts & Companies

125 upvotes

31 Replies

KNickolay

Participant

July 29, 2024

Agreed! We are having emails that have nothing to do with tickets auto-associating to the ticket when the company is associated to the ticket. This i...read more

TCoughlan on December 16, 2020

Change default filters in contact/company view

Can there be a way to change the current default filters in contact/company view so you can choose your most popular filters rather than having to find them under more filters and not have filters there that are rarely used.

Reply Idea Contacts & Companies

232 upvotes

54 Replies

KNickolay

Participant

July 29, 2024

I would love for this to be a functionality - we had to create a HubDB table and a private landing page to accomplish this so it was easier for our t...read more

brunamartins on November 06, 2020

Add urgent option on ticket priority field

The ticket priority property only allows for low, medium, or high priority. It's important to also have the urgent option to track tickets that need to be addressed immediately

Reply Idea Tickets

52 upvotes

18 Replies

KNickolay

Participant

July 11, 2024

We also need this!

KNickolay on April 09, 2024

"Weighted Forecast Category" Sales Report

Our team is utilizing the "Forecast Amount Legacy" where we set the forecast category and probability within a workflow. We see that the two main weighted reports you can pull in "Sales Analytics" would be "Weighted Forecast Category" and "Weighted read more

Reply Idea Sales Reporting

0 upvote

0 Reply

zbrajnovic on September 18, 2019

Replace email verification for eSignature with unique URL

Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more

Reply Idea Products & Quotes

117 upvotes

38 Replies

KNickolay

Participant

November 16, 2023

I agree with everything above and hope that this idea gets implemented. I think that the original ask of having the verification turned off is so nee...read more

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