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Hagland
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Membro desde ‎mar 16, 2021
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Jan Helge Hagland

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CQian on Agosto 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 Leia mais
Responder Idéia Deals
34 avaliações positivas
18 Respostas
Hagland
Participante
Dezembro 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...Leia mais
CQian on Agosto 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 Leia mais
Responder Idéia Deals
34 avaliações positivas
18 Respostas
Hagland
Participante
Dezembro 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...Leia mais
Hagland on Janeiro 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 Leia mais
Responder Idéia Contacts & Companies
0 avaliações positivas
0 Respostas
Hagland on Janeiro 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 Leia mais
Responder Idéia Custom Objects
0 avaliações positivas
3 Respostas
Hagland
Participante
Janeiro 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...Leia mais
Hagland on Janeiro 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 Leia mais
Responder Idéia Custom Objects
0 avaliações positivas
3 Respostas
Hagland
Participante
Janeiro 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...Leia mais
Hagland on Novembro 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 ' Leia mais
Responder Idéia Account Settings
0 avaliações positivas
0 Respostas
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