TArnoldGZ

Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Participant

Membre depuis

Envoyer un message

Solutions
0
Réponses
1
Mentions J'aime ajoutées
17
Mentions J'aime obtenues
4
Idées
6

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

HKasper

Thomas Arnold

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

TArnoldGZ le Mars 22, 2024

Ability to choose what 5 email templates are available for free users

We NEED the ability to choose what 5 email templates are available for free users. We onboarded with HubSpot in 2021. We have a temp that started yesterday. They need to be able to send emails using ONE email template. That's the ONE thing they Lire la suite

Répondre Idée Snippets & Templates

1 Mention J'aime

0 Réponse

FlywheelKinetic le Août 22, 2023

Permission Setting to Turn Off Merge Capability

I'd like to be able to control who (which team) can merge certain records. For example, an integration we have will break if two records are merged. The team using the integration should obviously be able to edit the records they are assigned but sh Lire la suite

Répondre Idée Users & Teams & Permissions

13 Mentions J'aime

4 Réponses

TArnoldGZ

Participant

Mars 19, 2024

@FlywheelKinetic @DustinFrazier Jump into this thread & bump it up if you haven't already - apparently this request is 4 years old and no pr...Lire la suite

jcj87 le Février 04, 2020

Merge contacts permissions

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

Répondre Idée Contacts CRM Permissions

180 Mentions J'aime

94 Réponses

TArnoldGZ

Participant

Mars 19, 2024

Bump. This needs to happen yesterday. I have a team member that frequently merges companies that are not the same. Just found they merged a company i...Lire la suite

SarahCame le Août 14, 2020

Filter by property value AND who/what updated that property

Is there any way to filter or make a list or somehow see in bulk who or what updated a specific property? For example, I want to see if forms, or a human on our sales team, or an API integration updated lifecycle stage but I want to see this in a li Lire la suite

Répondre Idée Contacts & Companies

30 Mentions J'aime

10 Réponses

TArnoldGZ

Participant

Janvier 18, 2024

This would be helpful to set a timestamp and update a Deal Stage if the appropriate AE moved the Deal. For example, if the AE working a Deal moves f...Lire la suite

EHardy1 le Novembre 16, 2023

Form Submission Reporting

It would be so beneficial if we could create a report which divides the form submission data so that we can clearly see what source the submissions have come from, and whether they're new/existing contacts. Currently, on the performance tab, we can Lire la suite

Répondre Idée Dashboards & Reports Forms

1 Mention J'aime

1 Réponse

TArnoldGZ

Participant

Décembre 20, 2023

Hopefully there is a product update on this soon, as fragmented data on forms is not helpful. Being able to see that a form submission or # of form ...Lire la suite

brandonschaefer le Septembre 27, 2023

Need Adobe Acrobat Sign Integration

This is a popular integration on other CRM platforms and is a great selling point as more companies adopt Adobe Acrobat Sign into their tech stack. I'd love to see it natively integrated into HubSpot.

Répondre Idée Integrations

16 Mentions J'aime

11 Réponses

TArnoldGZ

Participant

Octobre 23, 2023

We just acquired a company that uses Adobe Sign integrated with Salesforce. They have complex contract needs with customization and tables that go be...Lire la suite

Voir les derniers posts