Top Contributor
Member since ‎Jan 21, 2017
  • solutions
  • Replies
  • Upvotes Given
  • Upvotes Received
  • Ideas


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


    Friends list is empty

Lisa Scott

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


lisat2m on April 05, 2017
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
8 Replies
Top Contributor
August 29, 2020
Thank you. I'm not trying to move them from the stage closed won or closed lost; only trying to move from the view so it doesn't clutter. I do more
lisat2m on June 08, 2020
We currently have 3 pipelines and I'd like to rename them and create an additional pipeline. What happens to the deal that are active, not Close Won or Closed Lost, in that pipeline; do they automatically update with the new pipeline name? What abou read more
0 upvote
1 Reply
lisat2m on March 31, 2020
We have changed the email addresses for our company to a new domain. If I have each user change their email address, what happens to the deals, contacts, companies they own? As an example current user is and now the new email is lisa@zz read more
0 upvote
1 Reply
Michelle3 on June 25, 2018
Hi, We have been having an issue where the @mention no longer sends emails if used within a deals but seems to work fine when used in contacts or companies. We have checked our notificaton settings and all boxes are ticked. Thanks
0 upvote
11 Replies
Top Contributor
September 09, 2019
On an @mention notification in Outlook, the "view mention" takes the user to the Company record and not the deal record. The company and deal are more
lisat2m on August 22, 2019
We have deal records associated to the company. We do not want all timeline activity from the deals to appear on the company record. I understand we can uncheck the company when leaving a note, task, email, etc. (cumbersome but, it works). My questi read more
1 upvote
2 Replies
lisat2m on July 19, 2017
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated w read more
10 Replies
Top Contributor
August 22, 2019
@VitalityWrks totally agree - that goes back to my original ask to make this a required field or let Admins pick and choose which fields should be more
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.


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

    A spot for HubSpot fans to connect and grow.