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mphenderson
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Member since ‎May 13, 2022
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mphenderson on September 22, 2022
Like we can filter reports by "This Quarter" or "This Year", we should be able to filter by "This Quarter and Next Quarter" or "This Half". Right now, to accomplish this we have to do manual date entry (is between Date 1 and Date 2), which means we read more
UserLD on January 29, 2020
It would be great to have the capability to auto-save notes. I have lost some intel due to glitches in not being to save the note. Latest example was a note I took in a tab that sat for two days. When I went back to that tab I realized the note wa read more
86 upvotes
41 Replies
Member
September 16, 2022
This is a lost cause. HS just doesn't care. Time to move on to a better CRM. Over 2 years and not so much as an acknowledgment.
mphenderson on September 01, 2022
Depending on which pipeline a deal is created in, the deal creation form should be able to be different. For example, we are using Hubspot to track implementation/customer sucess as well as the traditional sales use case. When a deal is created in read more
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nateangell on January 17, 2021
Just like one can bulk enroll contacts in workflows (like from a list of contacts), one should be able to bulk enroll companies in workflows (eg, maybe also from a list or view of companies). In my use case, I wanted to change the deal stage of read more
12 upvotes
9 Replies
Member
August 15, 2022
Agree with this as well.
mphenderson on August 10, 2022
Right now, when you add a new persona to the Persona field within the Contacts object, you have no way to change the internal value of that particular persona. Instead, you are stuck with "Persona_1", "Persona_2" and so on. It makes sense that read more
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