BennyP

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Upvotes Given
33
Upvotes Received
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Activity

JoaoDemarchi on April 19, 2024

Merging permissions

We'd like to restrict record merging separetely with a specific merging permission . Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. T read more

Reply Idea Users & Teams & Permissions

38 upvotes

11 Replies

BennyP

Contributor

July 10, 2024

+1 @lukecullimoreBi ! @LudmillaGarcia do you happen to know whether Hubspot will be looking into this anytime soon? Or let us know if you want us...read more

Ucidity on January 05, 2021

Archiving for Properties and Lists

Sometimes you don't want to or can't delete a property or list. It would be great to be able to "Archive" it so that in future lists and options it no longer appears, but it doesn;t get removed from any historical contacts, companies or deals.

Reply Idea Deals

28 upvotes

8 Replies

BennyP

Contributor

November 27, 2023

Hi, @JacquelineOng I think what we're also looking for is being able to archive values within a property rather than the entire property itself. ...read more

Solved

Drishtii_ on February 02, 2021

Reporting on sales first response time

Hi! How do you guys pull reports on first response times to new leads assigned to Sales reps? Ideally, I would want to be able to record the time difference between the lead getting assigned to a rep and the first sales activity (call, email, read more

Reply Discussion Reporting Sales Hub

5 upvotes

16 Replies

BennyP

Contributor

October 10, 2023

I was using this first response time to calculate time between a contact asked for a demo and when the sales exec first reached out to them. It was ...read more

emhall810 on January 20, 2021

Required fields based on Lifecycle Stage or Lead Status

Similar to how Hubspot allows you to create required fields for when a deal moves along a pipeline, I want to create required fields when a contact changes Lifecycle Stages from a Lead to an MQL, SQL, Opportunity, etc. Also, if a contacts Lead S read more

Reply Idea Contacts & Companies

58 upvotes

22 Replies

BennyP

Contributor

October 10, 2023

Hi community, I think this has now been solved with the "conditional property logic". It should be in public beta (though I think I emailed my CSM to...read more

SamuelBanks on May 18, 2022

Conditional Field Dropdown Values

Hey HubSpot, We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B" What we're looking to achieve is, "If Field A's Value i read more

Reply Idea Forms Properties

78 upvotes

32 Replies

BennyP

Contributor

October 09, 2023

Thank you very much @Designer-Kyle , makes much more sense now! Regarding the " Conditional property options", you mentioned it is currently i...read more

SamuelBanks on May 18, 2022

Conditional Field Dropdown Values

Reply Idea Forms Properties

78 upvotes

32 Replies

BennyP

Contributor

October 09, 2023

Thank you very much @Designer-Kyle , makes much more sense now! Regarding the " Conditional property options", you mentioned it is currently i...read more

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