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CaseyBeanBKS
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Membre depuis ‎oct. 17, 2017
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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taylorfriss le Juillet 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 Lire la suite
Répondre Idée Account Settings Contacts & Companies
288 Mentions J'aime
105 Réponses
CaseyBeanBKS
Participant
Juillet 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 le Juin 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 Lire la suite
Répondre Idée Deals Sales Reporting
85 Mentions J'aime
33 Réponses
CaseyBeanBKS
Participant
Décembre 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 ...Lire la suite
Deborah le Juin 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 Lire la suite
Répondre Idée Sales Email Extensions & Add-Ins Snippets & Templates
50 Mentions J'aime
26 Réponses
CaseyBeanBKS
Participant
Décembre 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...Lire la suite
FranzSauerstein le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies Deals
206 Mentions J'aime
89 Réponses
CaseyBeanBKS
Participant
Novembre 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...Lire la suite
FranzSauerstein le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies Deals
206 Mentions J'aime
89 Réponses
CaseyBeanBKS
Participant
Novembre 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...Lire la suite
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