CScurich

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Casey Scurich

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jieyintan on Fevereiro 13, 2020

Bulk follow CRM records

At the moment, we can manually follow individual CRM records. That said, if I wanted to follow a list of contacts/companies/deals that might not be assigned to me, there isn't an easy way to do that. It will be really helpful if we are abl Leia mais

Responder Idéia Contacts & Companies

78 avaliações positivas

26 Respostas

CScurich

Participante

Dezembro 16, 2022

KMaka on Abril 12, 2021

Future schedule recurring exports of saved object views

Hi, We (our company, Bill Identity) use HubSpot as our main CRM for Sales, AM & Marketing activities and we often export a lot of data from HubSpot to further customize reports for internal company reporting. For this to happen, we expor Leia mais

Responder Idéia Deals

14 avaliações positivas

4 Respostas

CScurich

Participante

Novembro 30, 2022

Upvoting this!! We desperately need this at our org as well! This would be helpful at both a report and/or list level

kal06g on Julho 19, 2019

Bulk Manage CRM Attachments on Company and Contact Records

We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Leia mais

Responder Idéia Contacts & Companies

247 avaliações positivas

63 Respostas

CScurich

Participante

Novembro 16, 2022

+1 - would love the ability to mass export attachments in hubspot.

CScurich on Novembro 16, 2022

Property Groups: Customize Display order

Currently, this is NOT a way to customize the way in which property groups are displayed when viewing "all properties" on an object level. Currently, it looks like they are organized/displayed based on the date that the group was created Leia mais

Responder Idéia Properties

1 avaliações positivas

2 Respostas

charingkam on Novembro 08, 2018

Dashboard cannot use date filter when using cross-reporting across contacts and companies

Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Leia mais

Responder Idéia Dashboards & Reports

351 avaliações positivas

111 Respostas

CScurich

Participante

Agosto 13, 2022

upvote!

bencefarkas on Março 06, 2020

Restrict moving deals between stages

Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Leia mais

Responder Idéia Deals Sales Reporting

214 avaliações positivas

88 Respostas

CScurich

Participante

Julho 01, 2022

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