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jaybaum
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Member since ‎Apr 12, 2022
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  • solutions
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    8
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    17

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Jay Baumgardner

HubSpot Admin. Marketer. Idea Haver.

Activity

jaybaum on January 19, 2024
Ability to create custom views within leads
Like other objects, we should be able to allow users to create their own lead views and allow admins to create promoted lead views. Furthermore, allow leads to be filtered by owner and have the ability to view all leads, even if not assigned to read more
Reply Idea Properties
24 upvotes
5 Replies
jaybaum
Contributor
October 09, 2024
Replying to my original idea above. Filters (both advanced and by owner) have been delivered. Now we're just lacking the ability to create/save/prom...read more
jaybaum on September 23, 2024
Marketing Tasks in Workflows
Marketing Tasks should be supported in workflows. Often times, when my sales team closes large sales we do a case study/blog post/etc. Having a deal property trigger a task for marketing would be amazing! We currently use "sales tasks" as a workarou read more
Reply Idea Tasks
0 upvote
0 Reply
Nikki_Mo on September 30, 2022
Automated US Sales Tax
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w read more
Reply Idea Payments
55 upvotes
24 Replies
jaybaum
Contributor
September 19, 2024
Absolutely needed - happy to hear this is in planning. Our sales team is currently quoting out of a cumbersome ERP, but it integrates with Avalara. W...read more
brkn on August 01, 2018
Ability to add personal email to Conversations Inbox
Ability to add personal inbox or connected email account to conversations inbox. This way sales reps can read emails, respond, etc without the need to use email client.
Reply Idea Connected Email Conversations
71 upvotes
34 Replies
jaybaum
Contributor
August 13, 2024
Just raising this to the top. Now with the sales workspace, a personal email inbox would be the perfect touch to add to it! Let's go HubSpot - make...read more
DannyHS on October 16, 2023
Leads Object/Ownership - Prospecting
It appears that the Leads Object Beta allows for only the record (contact/company) owner to be assigned to the Lead record. How are people using this for accounts with shared prospecting ownership where either (or both) an AE and SDR may be calling read more
Reply Idea Account Settings Properties
19 upvotes
13 Replies
jaybaum
Contributor
June 13, 2024
@AndrejG head over to Settings > Data Management > Objects > Leads Uncheck "Sync Lead Owner with contact or company owner". ...read more
jaybaum on January 19, 2024
Add marketing events to marketing dropdown in the navigation bar.
Marketing events are sooooo hidden! They're litterally "marketing" events. Why arent they listed under the marketing item in the navigation bar? Please add them.
Reply Idea Users & Teams & Permissions
2 upvotes
1 Reply
jaybaum
Contributor
June 12, 2024
Bumping my own idea. This is needed!
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