プロフィール

Brennon
投稿者
コミュニティー参加日： ‎9 11, 2017
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  • ベストアンサー数
    0
  • 件の返信
    11
  • いいね！した数
    47
  • いいね！獲得数
    12
  • ご意見・ご提案
    1

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Brennon Harrison

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アクティビティ

JennLarsen 12月 20日, 2019
Forms: HubSpot Owner as a Field Option
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe 続きを読む
返信 アイデア Forms
71 いいね！
17 コメント
Brennon
投稿者
2月 03日, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...続きを読む
解決済み
butteryak 8月 23日, 2019
Assign new contact from form submission to owner?
Is there anyway to assign an owner to a new contact when a form is submitted? (other than workflows which is not available in free version)
返信 ディスカッション Forms
7 いいね！
12 コメント
Brennon
投稿者
2月 03日, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...続きを読む
Brennon 1月 26日, 2021
Deal Search feature doesn't include historical property values
My Deals are created by a form submission where a customer has requested samples (ie product a, b, c). Right now, the samples are being populated into the deal description ("Samples: Product a, b, c") because this property is searchable on the main 続きを読む
返信 アイデア Deals
0 いいね！
0 コメント
VCheung 1月 25日, 2021
Workflow to populate Deal Name with another property item when creating a new Deal
I have managed to create a workflow to add the company name to a deal name but would be highly benificial to append another property item to that, like a line item for example to create a uniform naming converntion .
返信 アイデア Workflows
1 いいね！
1 コメント
Brennon
投稿者
1月 26日, 2021
What triggers your workflow? Our deals are created from a form submission - I have the deal name populate with tokens from the form submission. I a...続きを読む
lwcola 1月 25日, 2021
Allow "Deal Owner" property to be edited so that only relevant users are associated with it
Working with our sales team, when we review deals and want to sort by deal owner, we have to scroll through every HubSpot user in our system to get to relevant names (i.e. names of users who aren't even on our sales team and would never be a deal ow 続きを読む
返信 アイデア Deals
4 いいね！
2 コメント
Brennon
投稿者
1月 26日, 2021
Have you set up a team? If you set that up, you can filter on HubSpot Team instead of selecting each deal owner individually.
yorame 4月 06日, 2017
Change timestamp of a note in the deal or contact timeline
Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right s 続きを読む
返信 アイデア Contacts & Companies Deals
86 いいね！
47 コメント
Brennon
投稿者
1月 25日, 2021
I am moving my team out of excel and into the CRM deals. I would love to be able to backdate the notes to keep up with which deals have not been work...続きを読む
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