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jaybaum
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Member since ‎Apr 12, 2022
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Jay Baumgardner

HubSpot Admin. Marketer. Idea Haver.

Activity

ncarbone on March 28, 2024
[Closed] AMA - Lead Management with Sales Hub | April 1-5, 2024
  Hi Folks, Nick here from Sales Hub Product Marketing along with Nidhi, Will and Zachary from the Sales Hub Product Team. At INBOUND last year we introduced the prospecting workspace and the leads object, as well as sev read more
Reply Discussion AMA
5 upvotes
37 Replies
jaybaum
Contributor
April 01, 2024
Ohhhh do I have questions! 1) With custom lead properties, will we be able to customize which show on the "Create a Lead" form? 2) With cust...read more
HCartledge on November 24, 2023
Make middle section cards conditional in record customisation
Loving the more extended options for the middle section customisation on records (esp. deals). It would be !even more amazing! if we could set cards as conditional. e.g. before you win an account, A, B and C cards show and afterwards you get read more
Reply Idea Properties
5 upvotes
3 Replies
jaybaum
Contributor
March 27, 2024
This is a must! Conditional based on properties would be amazing!
ltorres9 on June 13, 2022
View all attachments in the same place
It would be super useful to be able to see all the attached files in one place, and not have to search for them one by one, deal by deal. I know there is a section in Marketing > Files and templates > Files, where you can see the files, but th read more
Reply Idea Deals
9 upvotes
5 Replies
jaybaum
Contributor
March 20, 2024
@TaniaBagga I submitted the form a while back - would LOVE to get early access to a beta or provide feedback on record file management in HubSpot! ...read more
Jockk on July 12, 2022
Custom object upgrades needed
I would be amazing if Hubspot could follow the product enhancements of deals and copy them across to custom objects. Things like; Playbooks been used in custom objects and updating properties Editable secondard display properties More than read more
Reply Idea Custom Objects Deals Properties
9 upvotes
6 Replies
jaybaum
Contributor
March 20, 2024
@jeffvincent any updates on required properties to enter stage, conditional properties, or even pipeline rules like deals?
SlimBob on June 22, 2023
Offer IVR and Auto-receptionist Support for HubSpot Calling
Without naming any names, your customer service is better than any VOIP provider I've ever dealt with. The integrations they build for HubSpot are clunky, and I wish everyone the best of luck getting help from them to troubleshoot problems with read more
Reply Idea Calling
4 upvotes
4 Replies
jaybaum
Contributor
March 20, 2024
Very curious to see the functionality behind this. We have access to HubSpot calling but are using our VoIP solution with a 3rd party integration bec...read more
Benarivo on September 26, 2023
Create Permissions for Object
I need a separate create permission and edit permission. Because we want some people to be able to edit but not create deals. I have seen that a lot of users have similar request.
Reply Idea Users & Teams & Permissions
7 upvotes
3 Replies
jaybaum
Contributor
March 20, 2024
This would be a fantastic feature to see in 2024. Additionally, it would be great to "hide" an object type all together from certain users/teams...read more
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