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Christina_P
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Mitglied seit ‎Okt 9, 2017
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Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Antworten Idee Contacts & Companies Workflows
298 Likes
105 Antworten
Christina_P
Teilnehmer/-in
Oktober 06, 2022
As HubSpot decided to have a parent/child architecture, it would be good if workflows worked for them. It really hinders us as a business, in many us...Beitrag ansehen
GayathriR on April 25, 2022
Bulk edit reports / replacing properties
Should be able to bulk edit reports. For example, when we start using a different property to represent a data point, we should be able to replace a certain 'new' property with the 'older' property in all selected reports. This can be used for Beitrag ansehen
Antworten Idee Dashboards & Reports
3 Likes
1 Antwort
Christina_P
Teilnehmer/-in
August 25, 2022
Yes to this. As a company matures over time, updating/auditing/culling properties is going to happen, and the need to replace those properties en mas...Beitrag ansehen
mwagner21 on Dezember 11, 2019
Customer Health Score
Would love to see future capabilities include functionality to create Customer Health Score logic in the system so Customer Success Managers could utilize HubSpot along with marketing, sales, & service teams!
Antworten Idee Contacts & Companies
21 Likes
4 Antworten
Christina_P
Teilnehmer/-in
Mai 30, 2022
This would be a pretty compelling offering.
Mmccarthy on Februar 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Antworten Idee Sales Reporting
210 Likes
58 Antworten
Christina_P
Teilnehmer/-in
Mai 30, 2022
+1 - there are risks in requiring individual reports to have specific filters (it's not clear to the audience, and then reports get edited and cloned...Beitrag ansehen
Gelöst
ChandlerHooton on August 29, 2018
Feature Request Tracking from Clients
I think it would be great if Service Hub had an extra section for clients to send in a feature request that goes into a community forum. A place where clients can come together and upvote feature requests and add comments. Right now we have clients Beitrag ansehen
Antworten Diskussion
20 Likes
9 Antworten
Christina_P
Teilnehmer/-in
April 06, 2021
would appear the idea was archived based on the URL? Can this be reversed so HS customers can vote on the idea?
wilkins on April 18, 2017
Templates for Notes in CRM
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling Beitrag ansehen
Antworten Idee Contacts & Companies
78 Likes
32 Antworten
Christina_P
Teilnehmer/-in
Februar 10, 2020
Yeah, snippets are okay but the length is an issue. We've ended up with Snippet 'Inception' - a snippet containing snippets to ensure all notes/req...Beitrag ansehen
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