Profile

aaron12
Participant
Member since ‎Dec 27, 2021
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    4
  • Upvotes Received
    6
  • Ideas
    0

about

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

Following

    Friends list is empty

Aaron Stahl

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

Activity

brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
137 upvotes
40 Replies
aaron12
Participant
January 18, 2022
Upvote here...been 3 years on this one too...Please get this fixed...thank you!
k8isgreat on June 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
Reply Idea Contacts & Companies Deals
347 upvotes
98 Replies
aaron12
Participant
January 18, 2022
Going on 5 years on this issue and still no resolution ?
aaron12 on December 27, 2021
Docusign Integration help
Hello, We are trying to set up Docusign in Hubspot. Unfortunately the integration links directly to 'templates'. And there is no way to just get into Docusign's native website to use how we need to. This is a massive li read more
Reply Discussion Enterprise
1 upvote
3 Replies
aaron12
Participant
December 29, 2021
Thanks Stjepan, I did see that Docusign article. Unfortunately it still forces you to start by selecing a template from what I can tell. That's ...read more
aaron12 on December 27, 2021
Docusign Integration help
Hello, We are trying to set up Docusign in Hubspot. Unfortunately the integration links directly to 'templates'. And there is no way to just get into Docusign's native website to use how we need to. This is a massive li read more
Reply Discussion Enterprise
1 upvote
3 Replies
aaron12
Participant
December 29, 2021
Thanks Stjepan, I did see that Docusign article. Unfortunately it still forces you to start by selecing a template from what I can tell. That's ...read more
Solved
aaron12 on December 27, 2021
Limiting users creating custom Views available to everyone
Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings read more
Reply Discussion Companies Contacts Deals
2 upvotes
1 Reply
Solved
aaron12 on December 27, 2021
Ops Hub capabilities
Hello, I have some general questions around Ops Hub. I believe this is a relatively new feature to Hubspot but we've been told it's pretty powerful. That being said I am curious some feedback on the level of customization: -Can you use read more
Reply Discussion
1 upvote
1 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

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.