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JimHarris
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Member since ‎Jan 27, 2017
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Jim Harris

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SMA on May 25, 2020
Make the properties your team sees when creating deals or tickets pipeline specific
Ourselves and many of our customers have multiple Deals and Ticket Pipelines. Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe read more
Reply Idea Deals
33 upvotes
14 Replies
SOMeagher
Participant
January 09, 2022 13:55
@jimhaughton you make a really good point re: customisation by team
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
802 upvotes
216 Replies
HBenham
Member
May 13, 2022 11:15
We still are needing this function, so that we can ensure that our team is following our processes in the correct order.
abowman3d on April 25, 2017
Major Improvements Needed for Hubspot Scoring
Please upvote this idea! Current Hubspot scoring is severally lacking compared to its competitors. Hubspots scoring issues are so large that I would strongly warn anyone from choosing Hubspot until they fixed how they score Contacts. 1.) All read more
Reply Idea Contacts & Companies
350 upvotes
118 Replies
TrakstarBrett
Participant
May 09, 2022 09:09
5 years - and no significant improvement to scoring...
xavierparduyns on April 28, 2017
Notify Task Creator when Task is Completed
I think it could be great if the creator of the task will be notified when the task is finished or is waiting... And have a discussion on the task
Reply Idea Tasks
104 upvotes
61 Replies
SB-FP
Member
April 11, 2022 02:12
Strongly agree with this. Tagging each other when a task is completed is quite manual. An automated process where completed tasks send notifications ...read more
sebavicto on March 02, 2017
Default email address for sending from CRM
Hi, I've my admin email address and I also have several other connected accounts. How can I do to set-up as default one of the "others" connected accounts instead of my Admin account? Thanks in advance for anyone who can help me on this. read more
Reply Idea Account Email Tracking Messages Settings
185 upvotes
96 Replies
nickbudjml
Participant
April 06, 2022 06:43
Casting my vote!!!! Allow multiple catgegories of default email address to be set for sending emails. Ideally this would include a few setting...read more
beckyforster03 on December 04, 2019
CSAT Template Options
Hi there, It would be great if we had the option to use a 1-5 Likert Scale for CSAT surveys rather than a "Happy, Sad, Neutral" scale. It is much more accurrate.
Reply Idea Feedback Surveys
20 upvotes
3 Replies
KCondellire9
Member
December 21, 2021 07:41
I agree with Mirette. It would be great if we could customize the smiley faces and more options.
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