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CaseyBeanBKS
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Member since ‎Oct 17, 2017
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  • Upvotes Given
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Casey Bean

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Activity

taylorfriss on July 11, 2017
Export All Properties in CSV.
We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with t read more
Reply Idea Account Settings Contacts & Companies
288 upvotes
105 Replies
CaseyBeanBKS
Participant
July 24, 2019
This is necessary for any major data clean up project! The data is there, why isn't there an easy way to export it? Get on it, HubSpot!
jklung on June 19, 2017
Show deal owner in Sales Pipeline Board
We need to see the deal owner in the Sales Pipeline Board. It is available in the Table view but not Board view. Should be a very easy thing to add. See my original question in the community: https://community.hubspot.com/t5/CRM/How read more
Reply Idea Deals Sales Reporting
86 upvotes
33 Replies
CaseyBeanBKS
Participant
December 13, 2017
I agree! Even if it's just the HubSpot Owner's picture with initials, there needs to be something in the board view so you can easily identify which ...read more
Deborah on June 30, 2017
More formatting options in Sales Email Templates
It would be great to have more or precise formatting options in the Sales Email Templates. Problems I'm facing up are: a standard font "Arial", which isn't available in the dropdown for the fonts yet the indent text button is missing to write read more
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
50 upvotes
26 Replies
CaseyBeanBKS
Participant
December 01, 2017
I would like to see this happen too. Our firm has a strict style guide that we use for all of our emails. According to HubSpot, you can add custom fo...read more
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
211 upvotes
89 Replies
CaseyBeanBKS
Participant
November 20, 2017
Hi jsg121 , I don't think creating custom owner properties will solve some of the pressing issues related to the HubSpot owner property. At my busin...read more
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
211 upvotes
89 Replies
CaseyBeanBKS
Participant
November 20, 2017
Hi jsg121 , I don't think creating custom owner properties will solve some of the pressing issues related to the HubSpot owner property. At my busin...read more
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