Profile

Ceridwen1971
Participant
Member since ‎Apr 7, 2021
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    11
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sheryl Boddie

This user hasn't created a bio yet. Edit your own profile here!

Activity

JAtkinson1 on February 18, 2022
Internal Forms
It would be great to have internal forms as an option. Our team is in need of a streamlined approach to tracking quotes. Ideally it would be great to have an internal web form that we fill out and then a workflow creating a record within deals. Sinc read more
Reply Idea Forms
38 upvotes
12 Replies
Ceridwen1971
Participant
June 27, 2022
For ease of use, we have our entry level employees go to a HubSpot landing page and complete a form for call in leads. We are noticing that the IP ad...read more
bfelker on February 21, 2018
Make Call Outcome required
Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?
Reply Idea Calling Contacts & Companies
223 upvotes
102 Replies
Ceridwen1971
Participant
June 27, 2022
Our reps are unable to follow process, so we are in desperate need to have these fields be required. This is preventing us from creating additional a...read more
AngelaButler on January 14, 2021
Identify who created custom view in dashboard
We would like to be able (as super admins) to see who created each view under "created by others" in the contact "veiw all filters" section.
Reply Idea Contacts & Companies
91 upvotes
23 Replies
Ceridwen1971
Participant
May 31, 2022
As an admin, it is my responsibility to keep our HubSpot instance as clean as possible. Knowing who created a custom view will aid me in eliminating ...read more
aaron12 on December 27, 2021
Docusign Integration help
Hello, We are trying to set up Docusign in Hubspot. Unfortunately the integration links directly to 'templates'. And there is no way to just get into Docusign's native website to use how we need to. This is a massive li read more
Reply Discussion Enterprise
1 upvote
3 Replies
Ceridwen1971
Participant
May 03, 2022
#following - we also need to have the HubSpot Docusign integration work the way it does with SalesForce. In SF we are able to attach additional docum...read more
mark_poyser on July 09, 2020
Group By Option in Reporting
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness read more
Reply Idea Sales Content Analytics
71 upvotes
29 Replies
Ceridwen1971
Participant
April 08, 2022
This is a must for us. We are coming from SalesForce and my Sales Team is pushing back on the implementation because of the lack of being able to add...read more
adeels on January 07, 2021
Make the right Sidebar in contacts/companies/deals editable globally
Associations sidebar Or the right sidebar in the contacts record should be editable on a team level so a company can edit the positioning of the associated records in companies/contacts etc, for everyone or a selected team. Currently, each user wou read more
Reply Idea Account Settings
29 upvotes
7 Replies
Ceridwen1971
Participant
April 05, 2022
Need this feature to help our various teams see only the information they need to perform their jobs.
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.