MWolf

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solutions
2
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Michael Wolf

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FChan on June 23, 2021

Hide Deal Stages from Certain User types

Keep every deal in the same pipeline but hide certain stages so that lower-funnel users don't have to scroll across to see deals.

Reply Idea Deals

3 upvotes

2 Replies

MWolf

Contributor

September 29, 2023

That would be very helpful. Show selected deal stages of a pipeline based on a user role. That would ease a lot.

TruettPetty on January 19, 2023

Hide Deal Stages (without deleting)

Would be great if we could hide a deal stage without completely deleting the stage. For example, hiding the "Closed/Lost" stage if you are only trying to highlight a few other stages.

Reply Idea Deals

2 upvotes

1 Reply

MWolf

Contributor

September 29, 2023

That would be very helpful. Show selected deal stages of a pipeline based on a user role. That would ease a lot.

tom569039875678 on September 23, 2020

Allow users to be 'primary team member' of more than one team

Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more

Reply Idea Users & Teams & Permissions

161 upvotes

32 Replies

MWolf

Contributor

September 20, 2023

In our organization, employees are members of multiple "primary teams" (i.e., regional and subject teams), and we need the possibility to add numerou...read more

Solved

MWolf on September 14, 2023

Wiederholende Aufgabe: Monatliche Überprüfung einer aktiven Liste durch ein Team

Ich benötige Hilfe bei einer spezifischen Anforderung, die ich mit den derzeitigen Funktionen von HubSpot nicht lösen kann. Zumindest ist mir eine funktionierende Lösung bisher nicht eingefallen: Ich habe eine aktive Liste (oder alternativ eine read more

Reply Discussion Admin Enterprise

0 upvote

5 Replies

MWolf

Contributor

September 20, 2023

Hallo @karstenkoehler , hallo @rwolupo , Vielen Dank für Eure Rückmeldungen. Sie haben zwar nicht die direkte Lösung des Problems gebracht, aber ...read more

Solved

MWolf on September 14, 2023

Wiederholende Aufgabe: Monatliche Überprüfung einer aktiven Liste durch ein Team

Reply Discussion Admin Enterprise

0 upvote

5 Replies

MWolf

Contributor

September 20, 2023

Hallo @karstenkoehler , hallo @rwolupo , Vielen Dank für Eure Rückmeldungen. Sie haben zwar nicht die direkte Lösung des Problems gebracht, aber ...read more

Solved

MWolf on September 14, 2023

Wiederholende Aufgabe: Monatliche Überprüfung einer aktiven Liste durch ein Team

Reply Discussion Admin Enterprise

0 upvote

5 Replies

MWolf

Contributor

September 20, 2023

Hallo @karstenkoehler , hallo @rwolupo , Vielen Dank für Eure Rückmeldungen. Sie haben zwar nicht die direkte Lösung des Problems gebracht, aber ...read more

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