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KimFerris
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Member since ‎May 17, 2021
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  • Upvotes Given
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Activity

SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
884 upvotes
246 Replies
Contributor
August 31, 2022
It should be available across every Hubspot Object Record view! How is this not available yet 🤔 Yes, please! We are migrating from SFDC right now...read more
warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
57 upvotes
26 Replies
Member
August 15, 2022
Adding my voice to this request as well. I'm currently revamping our pipeline and reporting layouts and this is a must for the reporting my board is ...read more
Solved
KimFerris on March 16, 2022
Hi Everyone.. I'm wondering if there is Workflow that I am missing that creates a warning message to the user based on certain criteria. Warning Message: Let's say for example, the user moves the Deal to a new stage and Field X = is empty Field read more
1 upvote
1 Reply
Hall of Famer | Partner
March 17, 2022
Hi @KimFerris , This is unfortunately not possible. There are required properties when moving a deal from stage to stage but these can current...read more
KimFerris on March 16, 2022
I have written my playbooks to align with stages. When the user gets to the bottom of the playbook, the last question is "Are you ready to move on to X stage." I have to use workflows to accomplish this now. They tend to be slow and the user needs read more
1 upvote
0 Reply
miless on June 01, 2020
At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means read more
22 upvotes
9 Replies
Contributor | Diamond Partner
August 29, 2022
This would be super helpful!! We would be able to be more organized from a project management perspective. We currently have to create custom propert...read more
AndyPitre on April 03, 2017
Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile read more
Member
June 24, 2022
Hello, I'd absolutely need a tool like this, to get mail addresses in Outlook as soon as I start typing the address or name. Would be awesome to get ...read more
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