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GrayMom
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Member since ‎Apr 27, 2022
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Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
347 upvotes
141 Replies
GrayMom
Participant
April 10, 2023
@rwebb1 We are pleased that this feature is finally available. Our sales teams have been using two separate pipeline software programs, and will be...read more
Solved
SBrown6 on April 06, 2023
Change order of pipeline logic properties on "create" form
I know how to change the order of my properties on my create forms (e.g. create ticket, create deal), it's straight forward and works well. However when I add Pipeline Logic (which is a great feature), I am not able to set the order of these pro read more
Reply Discussion Professional
5 upvotes
5 Replies
GrayMom
Participant
April 10, 2023
I am in the same boat, and also had the idea to label properties a), b), c), etc in order to force the questions into a logical order. I'm hoping a s...read more
brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
148 upvotes
43 Replies
GrayMom
Participant
April 27, 2022
I manage my companies database and I spend way too much time reassociating long email threads with the correct company. There needs to be an option t...read more
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