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CherylLK
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Member since ‎Dec 5, 2017
  • solutions
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  • Replies
    7
  • Upvotes Given
    77
  • Upvotes Received
    6
  • Ideas
    1

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Cheryl Knorr

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CherylLK on August 08, 2022
We've had several staff go on leave over the years and while they are gone we remove their paid SalesPro status, giving it to staff that cover for them, and then reinstate it to the original staff member when they get back from leave. The issue is w read more
Solved
Sassika on December 08, 2019
Is it possible to choose to keep the primary contact details when you are merging another contact record into the primary? Rather than just taking whatever was most recenlty created (as this could be incorrect). We have instances where our clien read more
18 upvotes
9 Replies
Contributor
March 08, 2022
When merging contacts we should be able to select what values we want to keep, for ALL fields. Defaulting to use the newest info causes lots of issue...read more
ParkerShort on August 04, 2021
Hi, I'd love to see some improvements to the custom report builder around being able to sort owner fields. Across all objects, the contact, company and deal owners (and any custom properties) are unable to be sorted correctly. You can select that read more
10 upvotes
7 Replies
Member
August 03, 2022
This would be a great addition.
AlwaysTheVIP on November 13, 2020
Currently, whenever we make reports, the data visualization randomly selects a different color legend for every dimension and it's broken down values. When I give presentations on data using reports, I prefer to have all colors that represent da read more
Contributor | Platinum Partner
August 03, 2022
Upvote! The colour options could be pulled from the brand palette, and auto-applied. From there, teams should be able to tweak both x & y axis co...read more
DCSTRATEGY on October 06, 2020
Hi Hubspot, We've been using your awesome product for almost 5 years now. We work with multiple brands and use Hubspot forms for all of our client and customer relationships and management - for example: signing a non-disclosure agreement fo read more
17 upvotes
5 Replies
Member
July 27, 2022
+1
Kara on January 18, 2019
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
153 upvotes
37 Replies
Participant
August 08, 2022
we just reorganized responsibilities of account managers from regional to sectors. its hugely unproductive to bulk reassign 1000s of contacts in minu...read more
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