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JGeraghty
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Member since ‎May 6, 2022
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James Geraghty

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Activity

JGeraghty on April 08, 2024
Mass update 'extra teams' for Hubspot users
Problem - Today we cannot mass update extra teams for multiple Hubspot users. Solution - When you select users using 'advanced filters' & select 'more' - it would be great to be able to mass update users 'extra teams'
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
JGeraghty on March 25, 2024
Copying a value from one deal to another deal - using workflows
Problem - When copying a value from one property on a deal to another deal, we cannot select specific pipelines. Eg: if you want to copy 'hello' from a property on a sales deal, we may not want to copy this value to ALL deals that are associated t read more
Reply Idea Workflows
0 upvote
0 Reply
JGeraghty on March 25, 2024
Ability to forecast on a custom amount property
Problem - Some customers forecast on other properties that are not the 'amount' property. Solution - Being able to forecast on other custom amount properties within the forecast app. This would mean creating goals on another property or hav read more
Reply Idea Deals
1 upvote
0 Reply
JGeraghty on March 25, 2024
Reporting - Proactive messaging to delete reports/dashboards
Problem - As a company grows, certain reports will become stale & no longer needed. Solution - Proactively surface older reports to super admins which suggests that a report/dashboard could be ready to be deleted. This could be because t read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
JGeraghty on March 25, 2024
Ability to completely hide a property
Problem - Today in Hubspot, you cannot fully hide a property. You can set field level security to be 'private to super admins only' but this will not hide the label (name) of the property Solution - Allow a super admin to completely hide a prope read more
Reply Idea Properties
0 upvote
0 Reply
JGeraghty on March 25, 2024
Identify which contact(s) have replied on a company
Problem - Some companies have multiple contacts associated to them (20+). This can be challenging to identify which contact should be emailed or called. Solution - Highlight which contacts have recently replied or which contacts have been e read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
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