LButterfield

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Avaliações positivas recebidas
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Lizzy Butterfield

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NicoleSengers on Fevereiro 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leia mais

Responder Idéia Contacts & Companies Workflows

452 avaliações positivas

133 Respostas

LButterfield

Participante

Fevereiro 20, 2023

I would also love to try the Beta we've currently got complex custom-built apps filling some of this data in, but it's not perfect and I would love t...Leia mais

CRiley on Março 29, 2021

Restrict users from viewing certain properties

Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific Leia mais

Responder Idéia Contacts & Companies Properties

241 avaliações positivas

49 Respostas

LButterfield

Participante

Fevereiro 16, 2023

I agree with the comment above - I also get lots of questions around "I can't see what's in such and such property" and I am about to enroll the enti...Leia mais

llegault on Outubro 22, 2021

Add ability to bulk set labels on associations

Hey team! RE this feature https://knowledge.hubspot.com/crm-setup/associations-enhancements-beta We would like to be able to set labels on associations in bulk. For example, we would like to use a workflow to enroll contacts > if/then bra Leia mais

Responder Idéia Contacts & Companies

87 avaliações positivas

27 Respostas

LButterfield

Participante

Fevereiro 16, 2023

Yes this would be fantastic and not just on companies and contacts but on ALL records. Data correction around this is a nightmare!

Marcosluqueolmo on Janeiro 24, 2023

Restrict acceso to the quotes section

Hello, I have a client who needs to restrict access to the quotes section. Apparently, anyone who has a sales pro or sales enterprise license can go to the budget section and therefore view or export their information. That is, EVEN IF you only Leia mais

Responder Idéia Products and Quotes

1 avaliações positivas

2 Respostas

LButterfield

Participante

Janeiro 25, 2023

There's nothing in settings where you can change this but absolutely can see a need for this.

kgallishen on Janeiro 24, 2023

Sales Calendar within HubSpot

It would be very useful if there was a calendar related to Sales Hub within HubSpot itself. Something similar to the Marketing > Campaigns calendar but to show meetings for anything assigned to one specific owner, company, or team. Who f Leia mais

Responder Idéia Meetings

1 avaliações positivas

1 Respostas

LButterfield

Participante

Janeiro 25, 2023

This could be very useful to team managers when they want to look at the workload and resource across a team.

TErickson_OW on Janeiro 24, 2023

Create Custom Tour Pop-Up (Tips)

Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the Leia mais

Responder Idéia Properties

12 avaliações positivas

6 Respostas

LButterfield

Participante

Janeiro 25, 2023

Great idea this would save so much email traffic/training etc.

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