Profile

BayArea
Participant
Member since ‎Nov 18, 2021
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    1
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Bay Area Web Development

This user hasn't created a bio yet. Edit your own profile here!

Activity

Anonymous on April 28, 2017
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
359 upvotes
95 Replies
Participant
November 21, 2021
The ignoring of this request and the canned responses is what you get when the people building your CRM don't actually have sales experience/expertis...read more
adamhawes on November 04, 2021
It's super frustrating not being able to comment or edit a note on the iOS app. I receive notes I'm @ on when I'm on the move and there is no way to respond on the move. A super simple feature that could really help!
12 upvotes
4 Replies
Participant
November 19, 2021
This is a problem. Not only can you not edit Company notes in iOS, you can't even see Meeting notes.
BayArea on November 18, 2021
I created a meeting for a Company. The meeting is visable on my phone and tablet (iOS) but the meeting notes and comments are not.
0 upvote
6 Replies
Participant
November 19, 2021
I have tested your solution and I can confirm that it does not work. Company notes are viewable but meeting notes are not.
hroberts on August 28, 2017
We should have the ability to add the meeting location information somewhere on the meetings booking page. Many contacts who book meetings often ask where the meeting will be held, as they don't check the event details once it's booked. I know you read more
216 upvotes
104 Replies
Participant
November 19, 2021
This is a prime example of not getting the basics right. Why would you design a meeting tool without a location field? Obviously this location ...read more
BayArea on November 18, 2021
I created a meeting for a Company. The meeting is visable on my phone and tablet (iOS) but the meeting notes and comments are not.
0 upvote
6 Replies
Participant
November 19, 2021
I have tested your solution and I can confirm that it does not work. Company notes are viewable but meeting notes are not.
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.