MValleskey

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Matthew Valleskey

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Activity

serlim on April 25, 2022

Remove pipeline from 'Deal stage' column in deals index page

Hi team! I worked with a customer today who had a suggestion to allow for the 'Pipeline' of the deal stage to be removed from the column, see screenshot for better illustration. The customer has only 1 pipeline, hence it does not make sense for t read more

Reply Idea Deals

15 upvotes

7 Replies

MValleskey

Member

August 30, 2024

Did HubSpot just add tthis, as in my reports form previous month these were not in here.

PamelaSoh on September 18, 2018

Allow reenrollment for activity type criteria

"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks read more

Reply Idea Workflows

240 upvotes

58 Replies

MValleskey

Member

January 24, 2024

The whole reason for activity type is to be able to automate notifications when a lead/deal or other record has past a certian time frame. This is ye...read more

maximelexstart on September 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Reply Idea Forms

628 upvotes

191 Replies

MValleskey

Member

March 23, 2023

We need this feature ASAP, the workaround by creating dup-licate contact fields, and wrting workflows does not work, as when the same person may come...read more

maximelexstart on September 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Reply Idea Forms

628 upvotes

191 Replies

MValleskey

Member

March 23, 2023

We need this feature ASAP, the workaround by creating dup-licate contact fields, and wrting workflows does not work, as when the same person may come...read more

Davis on May 04, 2017

Linking two contacts for association

when we add new contacts we make separate contacts for people like families, friends, etc. I think it would be a great feature if there is a way to link two contacts together. ie: if we add contacts for a married couple, the contact info on husband read more

Reply Idea Contacts & Companies

277 upvotes

103 Replies

MValleskey

Member

February 01, 2023

I agree there are little hundreds of request that have been requested for years, that never get put on the roadmap. The first rule of product manageme...read more

maximelexstart on September 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Reply Idea Forms

628 upvotes

191 Replies

MValleskey

Member

March 23, 2023

We need this feature ASAP, the workaround by creating dup-licate contact fields, and wrting workflows does not work, as when the same person may come...read more

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