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Rezal
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Member since ‎Aug 27, 2021
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  • Upvotes Given
    16
  • Upvotes Received
    21
  • Ideas
    4

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ThiagoF on May 31, 2021
Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tic read more
Member
January 18, 2023
Hi. Same issue and would like a feature to toggle deletion of engagements/activities. We have users that have edit access to contact records. They ne...read more
Rezal on November 14, 2022
Hi. We have about 5 deal pipelines that differentiate our deals that we have for our clients. Some of the deal stages have very similar names and sometimes our staff members change the deal stage which changes the pipeline of a deal. This is not ide read more
2 upvotes
0 Reply
Charmaine on September 09, 2019
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more
Member
August 11, 2022
Would be great to have
Rezal on July 13, 2022
Currently there is no way for admins to check if a quote gets deleted. This brings a set of problems as these features are non existant: 1. No security setting to prevent users from deleting quotes 2. No way of viewing a list of deleted quotes read more
11 upvotes
2 Replies
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
305 upvotes
106 Replies
Member
May 24, 2022
@vc16 it might be a better idea to create a custom field for your linkedin urls and populate it there. It will be easier to find and you can even ...read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
305 upvotes
106 Replies
Member
May 24, 2022
@vc16 it might be a better idea to create a custom field for your linkedin urls and populate it there. It will be easier to find and you can even ...read more
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