Profile

LisaSF
Contributor | Gold Partner
Member since ‎Jan 11, 2022
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    13
  • Upvotes Received
    11
  • Ideas
    0

about

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

Following

    Friends list is empty

Lisa Sydes

I help companies better utilize HubSpot, and make other useful things on the internet.

Activity

sbacookie on February 26, 2020
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more
89 upvotes
24 Replies
Member
June 29, 2022
This is a must have!
Dadams on November 30, 2021
Beginning on March 31, 2022, users will be able to customize the lifecycle stages for their contacts and companies. What's changing? The lifecycle stage ( lifecyclestage ) property currently uses a set of options that cannot be modified by t read more
8 upvotes
25 Replies
Member | Diamond Partner
July 07, 2022
Any news about this? We can see the custom option for some HubSpot customers but not all of them.
Whitend75 on September 05, 2019
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
107 upvotes
40 Replies
Member
March 31, 2022
@BMcVicker we've solved this by having a deal level workflow that triggers when a property is changed. The property is a dropdown select of a user,...read more
LisaSF on February 14, 2022
Hello 🙂 I'm looking to be able to only allow specific products to be added to a deal. As a global company, some products are approved for sale in specific regions. The goal I have is to allow, for example, a "france" deal to only allow "france- read more
1 upvote
2 Replies
Contributor | Gold Partner
February 15, 2022
Hello! Thank you for taking the time to support my inquiry! In this particular case, we don't have products listed on the webiste. The sales proc...read more
LisaSF on February 14, 2022
Hello 🙂 I'm looking to be able to only allow specific products to be added to a deal. As a global company, some products are approved for sale in specific regions. The goal I have is to allow, for example, a "france" deal to only allow "france- read more
1 upvote
2 Replies
Contributor | Gold Partner
February 15, 2022
Hello! Thank you for taking the time to support my inquiry! In this particular case, we don't have products listed on the webiste. The sales proc...read more
Solved
LisaSF on February 03, 2022
Hello, I am trying to build some custom drag-and-drop email templates for clients. When I use the rich text custom module, it appears fine when I don't have enabled_features in the fields.json. However, when I try to customize the toolbar, the e read more
0 upvote
2 Replies
Contributor | Gold Partner
February 07, 2022
Yes this worked, haha thanks so much! I'll keep my eyes peeled for those updates to the documentation 🙂
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.

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.