David_Bolton

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David Bolton

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Activity

MichaelC on June 02, 2021

Enable views editing by other users or teams

Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col read more

Reply Idea Users & Teams & Permissions

172 upvotes

52 Replies

David_Bolton

Participant

June 13, 2023

+1. This is a must so super admins can create and then pass over views tp other s to others manage in the team

AlOG on October 15, 2020

Please add the option to upload PDF file when creating a LinkedIn post from HubSpot

Hi All, At the moment when creating a social media post on LinkedIn from HubSpot, you can't attach a PDF file similar as you do with Images etc.. so you have to upload the PDF file from the file section on HubSpot, copy the link redirecting to t read more

Reply Idea Social Media

177 upvotes

83 Replies

David_Bolton

Participant

January 16, 2023

mattejames on June 21, 2019

Unsubscribe from all mail via workflow

We would love to unsubscribe contacts from all email via workflow. Our Sales process makes use of workflows to consolidate common actions through scenarios. For example, if a lead has decided that they are no longer interested and would like to read more

Reply Idea Workflows

59 upvotes

16 Replies

David_Bolton

Participant

June 01, 2022

Yes, good idea and need this.

Nickdhutchinson on July 30, 2020

Ability to share dashboards externally

It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick

Reply Idea Dashboards & Reports

247 upvotes

84 Replies

David_Bolton

Participant

February 25, 2022

100% essential feature for us. An absolute must to be able to share externally or even ability to embed.

kthng on October 26, 2020

Filter custom object based on associated company records

Posting on behalf of a customer! The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object. It will be great if we c read more

Reply Idea Custom Objects

229 upvotes

68 Replies

David_Bolton

Participant

February 24, 2022

This is a must. Any timescale?