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MichelleFink
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Miembro desde ‎nov 9, 2017
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  • Respuestas
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  • Me gusta otorgados
    58
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  • Ideas
    3

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Michelle Fink

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MichelleFink en May 02, 2023
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 Leer más
6 Me gusta
1 Respuestas
reeseh en Marzo 08, 2018
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 Leer más
77 Me gusta
44 Respuestas
Colaborador
May 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...Leer más
rickm en Julio 17, 2017
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 Leer más
402 Me gusta
165 Respuestas
Colaborador
Septiembre 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...Leer más
EvaDixon en Agosto 14, 2018
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 Leer más
78 Me gusta
36 Respuestas
Colaborador
Julio 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...Leer más
hayesnelson en Junio 27, 2017
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' Leer más
773 Me gusta
262 Respuestas
Colaborador
Abril 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 ...Leer más
VagaeNatus en Agosto 03, 2017
Hi, When a Deal closes to either Won or Lost, the final Close Data is now known. Hence, it should be set automatically, as a time stamp on the day the deal either closes won or lost. Adrien
24 Me gusta
11 Respuestas
Colaborador
Marzo 05, 2020
SOLUTION: This feature has been solved with a couple of options.... Many users don't want Hubspot to automatically update the close date field base...Leer más
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