MichelleFink

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Michelle Fink

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LOyoung on Julho 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 Leia mais

Responder Idéia Deals

2 avaliações positivas

1 Respostas

MichelleFink

Colaborador(a)

Abril 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...Leia mais

MichelleFink on Maio 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 Leia mais

Responder Idéia Activity Feed

6 avaliações positivas

1 Respostas

reeseh on Março 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 Leia mais

Responder Idéia

77 avaliações positivas

44 Respostas

MichelleFink

Colaborador(a)

Maio 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...Leia mais

rickm on Julho 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 Leia mais

Responder Idéia Contacts & Companies

402 avaliações positivas

165 Respostas

MichelleFink

Colaborador(a)

Setembro 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...Leia mais

EvaDixon on Agosto 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 Leia mais

Responder Idéia Contacts & Companies

79 avaliações positivas

36 Respostas

MichelleFink

Colaborador(a)

Julho 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...Leia mais

hayesnelson on Junho 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' Leia mais

Responder Idéia Sequences Workflows

773 avaliações positivas

262 Respostas

MichelleFink

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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 ...Leia mais

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