TNadolski

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Tilman Nadolski

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TNadolski on April 24, 2024

Template & Sequence Subfolders

We organize our sales email templates and sequences in folders. There is only a single folder-level structure inside of Hubpsot which limits our ability to keep things organized. Having a second or third level folder structure (i.e. subfolders) woul read more

Reply Idea Sequences

9 upvotes

1 Reply

TNadolski on April 16, 2024

Sequence as an Association

It would be great to be able to see different sequence enrollments as an association card on the right-hand side of Contact, Deal, Company & Custom Objects records in Hubspot. This would function essentially the same as "List Memberships". read more

Reply Idea Sequences

1 upvote

0 Reply

TNadolski on April 03, 2024

Flexible Deal Association with Lead Records

Currently, the only way you can associate a deal to a lead record is by using the default lead stage setting that automatically creates a deal upon lead stage = qualified. However, if you turn off that lead stage setting, and the user then crea read more

Reply Idea Deals

24 upvotes

8 Replies

TNadolski

Participant

January 03, 2024

Reply to Import Goals

Second this. Also, if we have an annual goal, the monthly & quarterly rollups should happen without needing to create separate goals for each tim...read more

TNadolski on December 22, 2023

Field Level Permissions based on Permission Set

It would be great to set field level permissions by permission set. When we promote or hire someone new to a sales management position, instead of having to add the individual users who fall under that permission set to "view & edit", I would li read more

Reply Idea Properties

3 upvotes

1 Reply

TNadolski on April 26, 2023

Company Total Annual Revenue

It would be great to track the Total Annual Revenue of a Company based on the total dollar amount of closed won deals based on your Portal's Fiscal Year settings. It takes an incredible amount of finesse to make this work via workflows and seem read more

Reply Idea Contacts & Companies

1 upvote

0 Reply

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