Profile

AKlok
Participant
Member since ‎Apr 28, 2022
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    22
  • Upvotes Received
    8
  • Ideas
    7

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Aurora Klok

This user hasn't created a bio yet. Edit your own profile here!

Activity

AKlok on October 13, 2023
Update Deal Stage properties- Show named deal stage when editing
When editing the deal stage properties it would be extremely helpful to know what deal stage I'm editing while in this view. This prevents accidentally making fields mandatory/removing/etc when modifying the wrong deal stage. It would also be r read more
Reply Idea Account Settings
0 upvote
0 Reply
AKlok on October 13, 2023
Automation- Company/Contact owner assignment
Contact object Setup tab you can choose to turn on or off the 'Assign company owner to contact by default'. Currently this will override any contact that is created even if the owner is already established. I would love to have the option to have t read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
AGould711 on August 18, 2023
Company Owner
It would be a great idea to have the capability to automatically assign the "company owner" as the person creating the company. I am noticing that some of my reps are adding their prospects but forgetting to assign themselves as the owner. Therefore read more
Reply Idea Contacts & Companies
1 upvote
2 Replies
AKlok
Participant
October 13, 2023
Depending on what hub you have this should be possible already. When I create a deal/contact/company HbuSpot auto-assigns me as the owner unless I up...read more
AKlok on October 10, 2023
HubSpot User properties- add filter by team or 'is any of' options
When building reports or filtering on objects it would be great to have the option to filter by team for any of the properties for a list of hubspot users. If not filtering by team I'd like to filter by 'is any of' instead of adding a filter of 'or read more
Reply Idea Sales Reporting
6 upvotes
1 Reply
AKlok on October 10, 2023
Lock Reports created by Super Admin
Reports end up having the edit level of the dashboard they are tied to. As an admin, we sometimes have a user with access to create reports/dashboards and they may overwrite the filters/titles I've set which leads to inaccurate data. If I create a read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
AKlok on October 10, 2023
Add filter setting for deactivated users tied to an object
I'd love to be able to create reports or object views that filter based on if a contact owner, or other 'hubspot user' field has a deactivated user selected. Currently I have to manually add all deactivated users to my filters. I'd rather have an op read more
Reply Idea Contacts & Companies Users & Teams & Permissions
0 upvote
0 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Group Hubs for AKlok
See all