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HLovatt
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Mitglied seit ‎Feb 3, 2022
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Hannah Lovatt

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JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat Beitrag ansehen
Antworten Idee Deals
253 Likes
91 Antworten
HLovatt
Teilnehmer/-in
August 23, 2022
I suggested the dots to my team as an interim solution but it was not enough for them to be useful. They need the entire card to be coloured for havin...Beitrag ansehen
dschroed on September 10, 2019
Social Chat - Instagram Chat integration (Facebook Business Messenger)
linked to these Forume messages, but no duplictates in the IDEA Forum: I need to be able to respond to instagram messages via my Hubspot account. Can you please look into utilizing the FB Business Manager API, to also integ Beitrag ansehen
Antworten Idee Conversations Social Media
436 Likes
166 Antworten
HLovatt
Teilnehmer/-in
April 13, 2022
We need this too! Thanks
lisat2m on Juli 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this Beitrag ansehen
Antworten Idee Contacts & Companies Deals
51 Likes
16 Antworten
HLovatt
Teilnehmer/-in
April 13, 2022
Yes this is vital!
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat Beitrag ansehen
Antworten Idee Deals
253 Likes
91 Antworten
HLovatt
Teilnehmer/-in
August 23, 2022
I suggested the dots to my team as an interim solution but it was not enough for them to be useful. They need the entire card to be coloured for havin...Beitrag ansehen
graceotaiza on Mai 07, 2020
Updating Products via Workflows
Our company needs to update Product Descriptions via workflow. We have product descriptions that are based off the quantity that someone is purchasing. The triggers are something like, If Product Item is {Product Name} and Quantity is Equal to 10 th Beitrag ansehen
Antworten Idee Products & Quotes
27 Likes
5 Antworten
HLovatt
Teilnehmer/-in
März 15, 2022
We also need to be able to automate product pricing as it shifts. Especially important with the rapid inflation being seen currently we need our syst...Beitrag ansehen
Gelöst
SmartAcre on August 22, 2018
Set a date property as "x days after" day of step
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i Beitrag ansehen
Antworten Diskussion
49 Likes
27 Antworten
HLovatt
Teilnehmer/-in
Februar 03, 2022
We need this as well to set close dates automatically to 90 days in the future, not the end of the current month
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