SteveC2

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Member | Diamond Partner

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Steven Chappell

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SteveC2 on April 14, 2023

Set the Default pipeline when creating deals

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

Reply Idea Deals

1 upvote

1 Reply

HSUser117 on July 05, 2019

Set user restrictions in specific Deal Stages in the Pipeline

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

Reply Idea Account Settings

82 upvotes

25 Replies

SteveC2

Member | Diamond Partner

October 27, 2022

Anyone have a workaround for this?

SteveC2 on October 25, 2022

Reset Email signature to Preset default

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.

Reply Idea Account Settings Connected Email Users & Teams & Permissions

1 upvote

0 Reply

ABishop on February 05, 2021

Email Signature template for company

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

Reply Idea Connected Email

13 upvotes

8 Replies

SteveC2

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 ev...read more

Naomi78 on May 03, 2018

Product synching with Salesforce

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.

Reply Idea Integrations

122 upvotes

43 Replies

SteveC2

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

Sent Email Subscription type as an enrollment trigger

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

Reply Idea Workflows

0 upvote

0 Reply

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