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AKettula
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Apr 4, 2022
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  • Replies
    2
  • Upvotes Given
    20
  • Upvotes Received
    114
  • Ideas
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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
555 upvotes
230 Replies
AKettula
Participant | Diamond Partner
August 26, 2024
To kind of build on top of this, it would be highly valuable if users could be mandated to associate e.g. deals and/or tickets with tickets/deals/cus...read more
Solved
RikuE on April 09, 2020
How to make it obligatory to associate a deal with a company?
I would like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won. When it is just a lead, it does not need to be yet associated with any of the companies in our register. How to do that?
Reply Discussion Companies Contacts Deals
9 upvotes
14 Replies
AKettula
Participant | Diamond Partner
August 26, 2024
In this original post, RikuE asked for the ability to mandate an association when a deal is closed. The "accepted solution" seems to be to mandate as...read more
AKettula on August 26, 2024
Mandate associations based on deal/ticket/custom object pipeline stage change
More and more, we are encountered with the need to mandate associations when moving deals/tickets/custom objects along the pipeline. Mandated associations "post record creation", the same way we can mandate properties to be updated based on a pipeli read more
Reply Idea Custom Objects Deals Tickets
10 upvotes
1 Reply
AKettula on June 05, 2024
User rights for "meetings" / Limit "meetings" from "Search HubSpot" results
As of today, limiting user rights to "contacts/companies/deals/tickets - they own" does not hide meetings logged to contacts/companies/deals/tickets users do not own from the "Search HubSpot" results these users see . This means that even read more
Reply Idea Users & Teams & Permissions
10 upvotes
5 Replies
AKettula
Participant | Diamond Partner
June 14, 2024
Oh man, I caught this one just late enough, it seems 😅 🙈 well...most important is that the issue is resolved! Great & important product upda...read more
AKettula on June 05, 2024
User rights for "meetings" / Limit "meetings" from "Search HubSpot" results
As of today, limiting user rights to "contacts/companies/deals/tickets - they own" does not hide meetings logged to contacts/companies/deals/tickets users do not own from the "Search HubSpot" results these users see . This means that even read more
Reply Idea Users & Teams & Permissions
10 upvotes
5 Replies
AKettula
Participant | Diamond Partner
June 14, 2024
Oh man, I caught this one just late enough, it seems 😅 🙈 well...most important is that the issue is resolved! Great & important product upda...read more
PVartiainen on April 19, 2024
HubSpot Search results view customization
It would be great if we could Customizate HubSpot Search result views to bring up the properties we need and also what ´different user groups need. Example. Searching with mobile phonenumber, the result view shows the right contact, the name, e-mai read more
Reply Idea Properties
11 upvotes
3 Replies
AKettula
Participant | Diamond Partner
June 05, 2024
This is a great post 👍 Our customers have an actual problem with the "Search HubSpot" results. The results actually display meetings (including ...read more
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