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Hagland
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Mitglied seit ‎Mär 16, 2021
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Jan Helge Hagland

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CQian on August 18, 2023
Ability to Edit 'Create a line item' form
In the deal section, we are able to create line items associated with deals, however, it doesn't seem like we can customize the form at the moment. Why this is needed: (1) there are fields that are not relevant to our use case, I'd like to dro Beitrag ansehen
Antworten Idee Deals
33 Likes
18 Antworten
Hagland
Teilnehmer/-in
Dezember 05, 2023
Since we can't either change order of or remove properties there's no logic in where the properties shows and there is properties that aren't relevan...Beitrag ansehen
CQian on August 18, 2023
Ability to Edit 'Create a line item' form
In the deal section, we are able to create line items associated with deals, however, it doesn't seem like we can customize the form at the moment. Why this is needed: (1) there are fields that are not relevant to our use case, I'd like to dro Beitrag ansehen
Antworten Idee Deals
33 Likes
18 Antworten
Hagland
Teilnehmer/-in
Dezember 05, 2023
Since we can't either change order of or remove properties there's no logic in where the properties shows and there is properties that aren't relevan...Beitrag ansehen
Hagland on Januar 27, 2023
Selfservice updating contact information
There is an out-of-the-box soltuion for contacts to opt in/ out of subscriptions by clicking a link in an email. In the same way, just sending an email, we like a selfservice for our contacts to maintain properties/ information stored in Hubspot (ie Beitrag ansehen
Antworten Idee Contacts & Companies
0 Likes
0 Antwort
Hagland on Januar 04, 2023
Summarizing in column view for custom objects (same as for Deals pipeline)
Created a custom object where one of the fields is amount. We have also set up a pipeline for this custom object. Like to summarize the amount at the buttom of the pipeline column view of this custom object the same way it is for Deals. There is a c Beitrag ansehen
Antworten Idee Custom Objects
0 Likes
3 Antworten
Hagland
Teilnehmer/-in
Januar 11, 2023
Hi, We are using custom object as a way of handling subsrciption (customers subsribing to our software services). Hubspot seems to have a standard fu...Beitrag ansehen
Hagland on Januar 04, 2023
Summarizing in column view for custom objects (same as for Deals pipeline)
Created a custom object where one of the fields is amount. We have also set up a pipeline for this custom object. Like to summarize the amount at the buttom of the pipeline column view of this custom object the same way it is for Deals. There is a c Beitrag ansehen
Antworten Idee Custom Objects
0 Likes
3 Antworten
Hagland
Teilnehmer/-in
Januar 11, 2023
Hi, We are using custom object as a way of handling subsrciption (customers subsribing to our software services). Hubspot seems to have a standard fu...Beitrag ansehen
Hagland on November 24, 2022
Adding choices to the menu within Hubspot it self
Option of adding menu choices in Hubspot it self, much like what happens if you create a custom object. The menu choice could be refering to a link, workflow or custom code. User case: We have created a form for adding customers instead of using ' Beitrag ansehen
Antworten Idee Account Settings
0 Likes
0 Antwort
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