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Rezal
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Membre depuis ‎août 27, 2021
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ThiagoF le 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 Lire la suite
Répondre Idée Users & Teams & Permissions
84 Mentions J'aime
45 Réponses
Rezal
Membre
Janvier 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...Lire la suite
Rezal le Novembre 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 Lire la suite
Répondre Idée Deals
2 Mentions J'aime
0 Réponse
Charmaine le Septembre 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 Lire la suite
Répondre Idée Account Settings Contacts & Companies Deals Sales Reporting Workflows
241 Mentions J'aime
91 Réponses
Rezal
Membre
Août 11, 2022
Would be great to have
Rezal le Juillet 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 Lire la suite
Répondre Idée Products and Quotes
23 Mentions J'aime
3 Réponses
Cherisse le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
479 Mentions J'aime
139 Réponses
Rezal
Membre
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 ...Lire la suite
Cherisse le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
479 Mentions J'aime
139 Réponses
Rezal
Membre
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 ...Lire la suite
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