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Member since ‎Jan 5, 2022
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Steven Chappell

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SteveC2 on April 14, 2023
An improvement to the deal creation process would be to allow for the selection of a Default pipeline. Currently, the oldest pipeline in the portal is automatically set as the Default, which can only be changed by deleting all older pipelines. By p read more
1 upvote
1 Reply
HSUser117 on July 05, 2019
We would love to be able to exclude AEs from moving deals to a few stages in Sales pipeline. In short, it will be great to have one person, such as our VP of Sales, to be the gatekeeper in deciding which deals should move to Closed Won and the stage read more
25 Replies
Member | Diamond Partner
October 27, 2022
Anyone have a workaround for this?
SteveC2 on October 25, 2022
One problem with the Preset is that when someone changes the signature they lose the ability to reset it back to the Preset. I would like to be to have a reset to the default button added to the personalizing signature.
ABishop on February 05, 2021
We currently don't have a company set email signature. I want to set that up and I designed what I want it to look like with the HubSpot tool. However, there is no way for me to make a template for my team to fill in their information but not touch read more
8 Replies
Member | Diamond Partner
September 26, 2022
I had the same idea. The signature generator is good, but the problem is that you can't make a template for people to copy and then edit. Having more
Naomi78 on May 03, 2018
It would be great if products information for an opportunity was included in the Salesforce integration. At the moment, opportunities/deals are passed from SF into hubspot without the products attached.
43 Replies
Member | Diamond Partner
August 24, 2022
Is there a workaround for this? A tool you can use or something with the API that can be used?
SteveC2 on July 27, 2022
It would be great if we could have a workflow enrollment trigger base on the type of email subscription. For Example, A client of mine sends out a monthly newsletter. When an email with the Newsletter subscription type is emailed, then it will enr read more
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