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SOMeagher
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Member since ‎Jan 9, 2022
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Activity

Rolf on February 19, 2020
Option to add timeline activity from associated contact(s) after deal is created
New contacts are constantly added to our existing deals, which take an average of nine months to close. These people are often part of the DMU and important to the project, but unknown to us at the start. Sometimes the contacts originally associated read more
Reply Idea Activity Feed Contacts & Companies Deals Sales Reporting
53 upvotes
23 Replies
SOMeagher
Participant
May 12, 2022
Yes pleeeeeeease!
Mayayo on July 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Reply Idea Deals Sales Reporting
194 upvotes
60 Replies
SOMeagher
Participant
March 06, 2022
Agree to this idea. We have two quite different Pipelines. In one pipeline, the close date is 18-24 months out. In the other, the cycle is 4-12 week...read more
MjLaipenieks on January 16, 2019
Documents tool within Snippet tool
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions read more
Reply Idea Sales Documents Snippets & Templates
24 upvotes
20 Replies
SOMeagher
Participant
February 24, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...read more
MjLaipenieks on January 16, 2019
Documents tool within Snippet tool
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions read more
Reply Idea Sales Documents Snippets & Templates
24 upvotes
20 Replies
SOMeagher
Participant
February 24, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...read more
Solved
GinaSabelli on February 10, 2020
Getting Playbook Information Out of HubSpot
Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomation out of HubSpot to give read more
Reply Discussion Exporting Sales Activity Playbooks Sales
9 upvotes
8 Replies
SOMeagher
Participant
February 08, 2022
Hi, we currently do as you suggest - adding in the playbook responses as personalistion tokens for a provider we refer leads to. This is set up as an...read more
nicolerohrer on June 04, 2020
Customize properties on Product Information screen
It would be helpful to customize which properties appear on the Product Information screen when a product is created or selected as well as be able to rearrange the order. Some of the default properties are not relevant to some users and if the user read more
Reply Idea Products and Quotes
24 upvotes
5 Replies
SOMeagher
Participant
February 03, 2022
... I have the same frustration with 'create deal'. Our deal pipelines are quite different, and having only one way to view the 'create deal' screen ...read more
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