MichelleFink

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Michelle Fink

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LOyoung on Juli 19, 2023

Create Deal Form Conditional Logic based on property inside pipeline

Hello! Love the new conditional logic feature in the create deal form based on pipeline. Would also love to have this exact feature based on a specific property in a pipeline. For example, in our sales pipeline, we have different products. It would Beitrag ansehen

Antworten Idee Deals

2 Likes

1 Antwort

MichelleFink

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April 11, 2024

Yes! We have different service types/products and various properties that relate to information we need entered into the system for that specific ser...Beitrag ansehen

MichelleFink on Mai 02, 2023

Improvement to Notes

We would love to leverage the Hubspot notes on contact, company and deal records but they currently get burried and don't have any form of organization. Improvements requested: Add a way for users to leave titles on Notes to quickly find Beitrag ansehen

Antworten Idee Activity Feed

6 Likes

1 Antwort

reeseh on März 08, 2018

Searching customer notes

Hubspot is a great CRM, but the biggest problem I've faces is not being able to do a mass search of customer notes. If I have a customer I need to contact, I may not remember their name, but I do remember that I noted that they raise golden retrieve Beitrag ansehen

Antworten Idee

77 Likes

44 Antworten

MichelleFink

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Mai 02, 2023

It looks like this feature request has been delivered? https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-search-notes-in-CRM-within-or-acros...Beitrag ansehen

rickm on Juli 17, 2017

Primary Contact Company Property

We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi Beitrag ansehen

Antworten Idee Contacts & Companies

402 Likes

165 Antworten

MichelleFink

Mitwirkender/Mitwirkende

September 16, 2020

I agree that if this is being worked on it may need to be a bit more robust and allow multiple "primary contacts". Preferably custom named primary co...Beitrag ansehen

EvaDixon on August 14, 2018

Option to enable/disable attachments saving to Companies/Contacts

It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta Beitrag ansehen

Antworten Idee Contacts & Companies

80 Likes

38 Antworten

MichelleFink

Mitwirkender/Mitwirkende

Juli 15, 2020

Same issue here! - The 15-20 pixel images that bury the important documents are out of hand and my guess is that is a bug in the feature. All attachm...Beitrag ansehen

hayesnelson on Juni 27, 2017

Use workflow to trigger a sequence

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Beitrag ansehen

Antworten Idee Sequences Workflows

774 Likes

262 Antworten

MichelleFink

Mitwirkender/Mitwirkende

April 30, 2020

@mgandi The example use case above is really great! We would benefit in the same way since we also use Hubspot to handle the customer success side ...Beitrag ansehen

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