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BMeling
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Member since ‎Nov 11, 2021
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Benedicte Meling

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Activity

LBarthel5 on September 02, 2022
The standard deal preview pane only shows the information in the "About this Deal" section. However, it doesn't allow you to add any of your customized sections to that view. This would be immensely helpful and would greatly increase efficiency for read more
37 upvotes
10 Replies
Member
October 17, 2023
I would urge everyone here to also upvote this (identical) idea, as it has more upvotes and is about the same feature: https://community.hubspot.com...read more
Jems212 on January 20, 2017
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
474 upvotes
136 Replies
Member
October 10, 2023
This would be a perfect solution for the Playbook problem we're having as well. Since Playbook activity does not transfer in any way to a duplicate ...read more
LBarthel5 on September 02, 2022
The standard deal preview pane only shows the information in the "About this Deal" section. However, it doesn't allow you to add any of your customized sections to that view. This would be immensely helpful and would greatly increase efficiency for read more
37 upvotes
10 Replies
Member
October 17, 2023
I would urge everyone here to also upvote this (identical) idea, as it has more upvotes and is about the same feature: https://community.hubspot.com...read more
SBoehme on April 24, 2023
It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playb read more
9 upvotes
6 Replies
Member
August 28, 2023
@DMcDaniel Hi, will this make it possible for copied Deals to inherit the Playbook from the original as well? I am currently unable to figure it ou...read more
maximelexstart on September 21, 2018
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
530 upvotes
169 Replies
Member
April 19, 2023
I really hope this comes through. Having forms that could then transfer information to/generate Deals would be extremely beneficial to both us and ou...read more
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