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SFox12
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Member since ‎Oct 21, 2021
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  • Upvotes Given
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  • Upvotes Received
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Activity

TPiotrowski on February 04, 2021
It would be great to see the ability with an integration or meetings feature to auto-complete when the meeting happens! We report on if meetings actually happen vs need to be rescheduled/no-show. The easiest route would be auto-completing if the mee read more
66 upvotes
16 Replies
Member
May 09, 2023
Yes, we need this functionality for accurate reporting.
MMoscatelli on July 28, 2022
On dashboards, you can only edit permission to give a group of users to edit and view them, but not just viewing for other different groups. So if the creator of a dashboard wants to have edit + view access and wants the rest of the company to ju read more
43 upvotes
11 Replies
Member
February 01, 2023
We really need this functionality. We need to allow certain users to View Only a dashboard, while others should be allowed to View and Edit the dashb...read more
KarthikC on October 05, 2020
Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by m read more
71 upvotes
19 Replies
Member
January 13, 2023
Yes - this should work similarly to how Lists can be organized and viewed within folders. Finding folders is really challenging.
JJonesSheHer on March 24, 2021
Playbooks need to be able to be donwloadable or exportable from the contact or company's profile so that all of the notes and information is retained when extracted from HubSpot.
60 upvotes
13 Replies
Member
January 12, 2023
Yes 100% agree. We need a way to export the data that lives in a playbook that isnt being mapped to fields.
Tselani on August 09, 2021
Currently the Export Capability gives a user the ability to export all Contacts, Companies and Deals that they have visibilty to. We would like to provide those permissions to some users but not all to facilitate better governance across the platfor read more
6 upvotes
2 Replies
Member
January 06, 2023
Yes we need this feature! Not all of our users should be able to export contact information, but they still need to be able to export their companies...read more
SaaSSolutions on February 22, 2022
Having the ability to customize what is shown in the top left portion of the CRM object records would be great. For example, on deal records, some clients use a custom property to calculate their amount and cannot remove the default amount property read more
94 upvotes
30 Replies
Member
December 21, 2022
Yes we don't use some of the default properties (Amount and Close Date) so we need to replace them with properties that are more relevenat to our dea...read more
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