JHaysome

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Jane Haysome

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AMcCaw on June 30, 2022

List of logged meetings

Wouldn't it be nice if you could see a list of all of the companies meetings similar to how it works with calls? If we want to update a large number of meetings it has to be done via API or going to contact pages individually and selecting action &g read more

Reply Idea Meetings

7 upvotes

3 Replies

JHaysome

Member

March 20, 2023

This is essential - it doesn't work for us to use the meetings tool so we log meetings instead - there definitely needs to be of filtering a view by ...read more

JHaysome on January 05, 2023

Associated Company for Deals

We should be able to select the associated company as a 'Deal' property for workflows etc. e.g. I wanted to create a workflow that sends an email notification when a deal is won. But there is no personalisation option to add the associated comp read more

Reply Idea Deals

1 upvote

0 Reply

vschmidt on October 13, 2022

replies of marketing emails logged

Would be nice to have the option to see the replies of marketing emails logged in HubSpot (i mean the actual text of the reply).

Reply Idea Marketing Emails

12 upvotes

4 Replies

JHaysome

Member

November 14, 2022

I agree this would be extremely helpful and is standard on some other platforms.

JonTemplin on November 04, 2022

Flexible Import into "Dropdown Select" Properties

Summary : Allow mapping of spreadsheet values to existing values in a "Dropdown" property, rather than forcing identical matching More detail : When importing data, it would be great if the values for a dropdown proprety didn't have to match e read more

Reply Idea Imports & Exports

4 upvotes

3 Replies

JHaysome

Member

November 14, 2022

This would be amazing - also to have the ability to create a new option for the dropdown at the import stage.

ParkerShort on November 03, 2022

Let's have a board view for lead status!

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when le read more

Reply Idea Dashboards & Reports Deals Sales Reporting

8 upvotes

5 Replies

JHaysome

Member

November 14, 2022

I raised this some time ago and completely agree - it would make lead tracking so much easier. https://community.hubspot.com/t5/HubSpot-Ideas/Repli...read more

AKitay on November 10, 2022

Board View Drag and Drop UX/UI

When in a board view I would love to be able to drag and drop cards into stages that are further right or left on the page. The drag and drop feature is loved by our team but they run into issues when they can't drag the card into the correct st read more

Reply Idea Deals

2 upvotes

1 Reply

JHaysome

Member

November 14, 2022

I agree - this is crazy. And I forget it doesn't do this every time, so try and drag / scroll, realise it doesn't work, drop it back to the original...read more

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