Member since ‎Apr 16, 2022
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Lorenzo Enns

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Lorenzoenns on May 26, 2023
Everybody in sales at our company has a slightly different approach or wording when it comes to how they communicate with clients. Right now the Snippet shortcuts we use for a standard follow up sequence are #1, #2, #3, #4, #5, #6, etc... Ho read more
KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
120 Replies
May 10, 2023
Absolutely a must. We have a workflow that triggers when a Contact Owner is assigned to a lead. It automatically creates tasks and assigns them to more
CScavone on January 18, 2022
Allowing for an additional feature that would allow users to store PII. We are in the financial services sector and using hubspot as as CRM is limited due to the fact we cannot store common information that we need such as our clients account number read more
11 Replies
May 02, 2023
This is a must for us too. We are always handling SSN/EIN, Government ID, payment details...etc.
Jin on August 31, 2021
Creating this on behalf of a customer - Goal Looking for a functionality in custom properties to 'mask' confidential data. Ideally to hide a couple of digits for properties used to store passwords/EIN/SSN (eg: XX-XXX-123 read more
1 Reply
May 02, 2023
This would be fantastic for my company as well. We are always needing SSN/EIN, Passport or Drivers Licnece Details, payment info etc...We store this more
Lorenzoenns on May 01, 2023
So we likely all use a PDF form filler and signing software of some sort to close deals... Docusign... PandaDoc... etc... It's a pain to have ot leave Hubspot and then fill in all the information in standalone software to get a deal signed. Inte read more
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Lorenzoenns on May 01, 2023
You can add Text, images or videos to a Dashboard however they don't sync between other dashboards like Reports do. I manage the dashboards of all our sales agents. They each have their own personal dashboard. I use the 'Me' functionality to ada read more
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