TNadolski

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Tilman Nadolski

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TNadolski on Abril 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 Leia mais

Responder Idéia Sequences

2 avaliações positivas

0 Respostas

TNadolski on Abril 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". Leia mais

Responder Idéia Sequences

1 avaliações positivas

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TNadolski on Abril 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 Leia mais

Responder Idéia Deals

1 avaliações positivas

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smulhollen on Janeiro 05, 2021

Import Goals

We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.

Responder Idéia Users & Teams & Permissions

24 avaliações positivas

11 Respostas

TNadolski

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Janeiro 03, 2024

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

TNadolski on Dezembro 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 Leia mais

Responder Idéia Properties

1 avaliações positivas

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TNadolski on Abril 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 Leia mais

Responder Idéia Contacts & Companies

0 avaliações positivas

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