BLewty

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant | Diamond Partner

Member since

Message

solutions
1
Replies
3
Upvotes Given
47
Upvotes Received
7
Ideas
2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Bethany Lewty

This user hasn't created a bio yet. Edit your own profile here!

Activity

briansweat on July 17, 2024

HubSpot notification links open in Edge

I'm using the "New" Outlook with the HubSpot Sales Extension (not the old Sidekick add-in). My default browser is Google Chrome and all links from Outlook open in Chrome except for the HubSpot notification emails. They always open in a pop-up Ed read more

Reply Discussion Notifications

1 upvote

3 Replies

BLewty

Participant | Diamond Partner

August 27, 2024

My client is having the same issue. Despite all defaults being set to open in a new Chrome tab, they open in the Edge pop-up window.

MvanderValk on January 26, 2022

Associating Products with Business Units

We have a portal (marketing enterprise) with several brands, lots of deals and products. One of the brands is using the CRM as a sales tool as well (Sales Professional license). But when creating a deal, when associating a line item, they see all pr read more

Reply Idea Products and Quotes

14 upvotes

3 Replies

BLewty

Participant | Diamond Partner

August 07, 2024

This feature would be extremely valuable.

MagdaPrichodko on December 16, 2022

Choose business unit while creating a quote & Business units in reports

We need the possibility to add another business unit info and let our sales reps choose the business unit shown on a quote. And we need to have reports by business units!

Reply Idea Dashboards & Reports Products and Quotes

3 upvotes

2 Replies

BLewty

Participant | Diamond Partner

August 07, 2024

This would be really handy. Currenly our client has to go in and manually change the company name and address details for any quote sent from a separ...read more

SMeyerSuarez on December 06, 2022

Save emails not only to contact but also to the right custom object

Hi Our client would love to match/save e-mails not only to contacts in the HubSpot CRM, but also to the specific Custom Object by checking the email subject or the email text. For example: If my customer imports all his elevators as cu read more

Reply Idea Custom Objects

9 upvotes

3 Replies

BLewty

Participant | Diamond Partner

December 06, 2023

Agree with this idea. We have several clients where this functionality would be beneficial.

BLewty on November 24, 2023

Smart content based on custom object lists

It would be great if we had the ability to create smart content based off custom object lists. Currently the only smart content option is for 'lifecycle stage' or 'contact list', but we need to send out emails with specific content that's in a read more

Reply Idea Marketing Emails

3 upvotes

0 Reply

Uyen_Le on October 10, 2023

Bring back property details/ source history

Hubspot recently changed the source of property change history to a more general one ("Hubspot processing" in this screeenshot below for example), while previously it showed exactly which integration or which workflow caused the change. read more

Reply Idea Properties

3 upvotes

1 Reply

BLewty

Participant | Diamond Partner

November 21, 2023

Agree with Uyen_Le on this one - I don't know why they'd change it. This is invaluable when troubleshooting why something has happened.

View latest posts