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CTrimmer
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Member since ‎Jul 13, 2021
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MattF on July 13, 2020
Notes on Deal Board view
Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal. An in-practice example being: me read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
36 upvotes
24 Replies
CTrimmer
Participant
March 16, 2022
Would love this featuer - I agree. Annoying amount of time to make quick notes.
FChan on June 23, 2021
Hide Deal Stages from Certain User types
Keep every deal in the same pipeline but hide certain stages so that lower-funnel users don't have to scroll across to see deals.
Reply Idea Deals
4 upvotes
2 Replies
CTrimmer
Participant
March 16, 2022
Is there a way to hide stages that have 0 records?
TMcCall on November 18, 2021
Edit what stages are visible in deal board view
My team runs its clients through the same pipeline and has different people handle different stages. Some of the properties we have made are only relevant to specific teams/stages. If we could hide stages in the deal board views, like saving filters read more
Reply Idea Deals Lists
36 upvotes
11 Replies
CTrimmer
Participant
March 16, 2022
Is there a way to hide stages with 0 deals in them? I would like to be able to selected the stage when appropriate, and then have that stage again be...read more
Solved
IanRogers on February 22, 2021
Automatically Merging Facebook Messenger & Email Contacts
Our Hubspot is connected to both Facebook Messenger and Email. Clients send a FB Messenger inquiry and it creates a contact for them automatically. We ask them to fill out a form on our website. Then clients fill out the form and it creates a NEW read more
Reply Discussion Free Starter
1 upvote
3 Replies
CTrimmer
Participant
July 17, 2021
I would like to add to this request, we have the same issue. Every time the contact starts a new conversation in Messenger, HS creates them as a new ...read more
EUnwin on April 27, 2021
tickets contact and customer relationship
When creating a ticket you shouldn't be able to select a contact that doesn't relate to the company you have selected on the ticket
Reply Idea Tickets
0 upvote
1 Reply
CTrimmer
Participant
July 17, 2021
I would like to add something to this - when creating a ticket from a deal that is already associated with a contact, the ticket should automatically...read more
Solved
TMullins on December 01, 2020
Creating default table views for all users
When I create a new user to have access to the Contacts and Companies, I want a consistent default view for the table of Contacts and Companies. As far as I can tell, I have to create a new view and then instruct the new user to add that view and se read more
Reply Discussion Companies
14 upvotes
11 Replies
CTrimmer
Participant
July 13, 2021
I agree - there needs to be a way for admin to create default column views!
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