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ThiagoF on Mai 31, 2021
Permission to delete activities
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 Beitrag ansehen
Antworten Idee Users & Teams & Permissions
84 Likes
45 Antworten
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Januar 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...Beitrag ansehen
Rezal on November 14, 2022
Feature to limit deal stage change from one pipeline to another
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 Beitrag ansehen
Antworten Idee Deals
2 Likes
0 Antwort
Charmaine on September 09, 2019
Add "Time" field type for custom property
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 Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies Deals Sales Reporting Workflows
241 Likes
91 Antworten
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August 11, 2022
Would be great to have
Rezal on Juli 13, 2022
Track the deletion of quotes
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 Beitrag ansehen
Antworten Idee Products and Quotes
23 Likes
3 Antworten
Cherisse on April 19, 2021
Adding Notes via Workflows
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 Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
480 Likes
142 Antworten
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Mitglied
Mai 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 ...Beitrag ansehen
Cherisse on April 19, 2021
Adding Notes via Workflows
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 Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
480 Likes
142 Antworten
Rezal
Mitglied
Mai 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 ...Beitrag ansehen
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