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JRoux4
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Member since ‎Mar 16, 2021
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  • Upvotes Given
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  • Upvotes Received
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Activity

steinarslatten on March 16, 2021
Allow "entered stage date" in Custom Report Builder
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more
Reply Idea Dashboards & Reports
131 upvotes
33 Replies
JRoux4
Member
June 21, 2023
Same issue here - ideally we'd need the properties included in Workflows too. Any news?
JRoux4 on May 30, 2023
Add granularity in user export permissions
Context : For data enriching and outbound initiatives, our sales team needs to be able to export the company records they are assigned to. However, at the moment, enabling the Export setting allows reps to export ALL records they are assigned to, i read more
Reply Idea Account Settings
5 upvotes
0 Reply
EmaRuiz on June 15, 2021
Pipeline with conditional mandatory properties
It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it read more
Reply Idea Deals Sales Reporting
72 upvotes
14 Replies
JRoux4
Member
May 09, 2023
This feature is much needed. I hope you'll add it to your product roadmap soon
JRoux4 on December 23, 2021
Issue with Mandatory fields in Deals
Hi everyone, We noticed an issue with the Mandatory fields in Deal objects, resulting in inconsistencies in the data recorded in Hubspot. Our Sales team is prompted to fill in some mandatory properties when creating deals and some other sta read more
Reply Idea Deals
1 upvote
0 Reply
ROlson on January 04, 2021
Bulk Delete Emails logged
You should have the ability to bulk delete emails logged to the CRM.
Reply Idea Connected Email Contacts & Companies
173 upvotes
47 Replies
JRoux4
Member
August 27, 2021
Yes please!
JRoux4 on August 26, 2021
Multiple languages variations for Email Templates and Snippets
Hi All, Our Sales team is rather small (8 individuals) but works internationally in multiple languages (British English, American English, French, German, Italian, Spanish, Mandarin...). We use Email Templates and Snippets on a daily basis a read more
Reply Idea Snippets & Templates
40 upvotes
8 Replies
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