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JIrwin33
HubSpot Employee
HubSpot Employee
Member since ‎Jun 10, 2022
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KatieMcCauley on September 10, 2019
Outlook for Mac user without Office 365
The inbox connection features are great, but we have several sales team members using Macs, and our company does not have Office 365. I would like to see an inbox connection option available for Outlook for Mac users who are not hosted by Office 365 read more
Reply Idea Integrations
49 upvotes
15 Replies
JIrwin33
HubSpot Employee
January 05, 2023
FYI on helpful workarounds: - Manually log emails in your CRM with the help of HubSpot FWD or BCC address, as described in this article . - U...read more
JIrwin33 on November 08, 2022
Add Detail to Timeline re Where an Email was Sent from - Sequence, Workflow, Individual User
On any email activities in the timeline, could it display where the email was triggered from i.e. a Sequence, Workflow or Individual User and the the name and link to the Sequence or Workflow if applicable. Thanks
Reply Idea Activity Feed
0 upvote
0 Reply
MarianaG on November 20, 2021
Ability to set up more granular users permissions
It would be great to be able to set up more granular permissions for large teams. Here is a use case: With a large sales team, I would like to be able to allow them to edit a small set of properties. I would like to create a group of properties read more
Reply Idea Account Settings Users & Teams & Permissions
7 upvotes
3 Replies
JIrwin33
HubSpot Employee
October 25, 2022
Hi All, Field-level permissions are available with any Enterprise level subscription. https://knowledge.hubspot.com/account/restrict...read more
maddyp on September 10, 2020
Require properties before moving a Deal's Stage
It would be beneficial to have required properties per Deal Stage. This way users would not be able to move a Deal along before filling out the necessary information. Currently, HubSpot can prompt users to update a property when moving Stages. read more
Reply Idea Deals
8 upvotes
2 Replies
JIrwin33
HubSpot Employee
October 06, 2022
Hi @maddyp this was solved here: https://community.hubspot.com/t5/Releases-and-Updates/Set-Properties-for-Moving-Between-Deal-Stages/ba-p/418262 ...read more
palmerij2 on February 21, 2020
Progressive Form Fields, But For Required Deal Stage Properties Updates
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: read more
Reply Idea Deals
55 upvotes
17 Replies
JIrwin33
HubSpot Employee
October 06, 2022
Hi all, this was solved here: https://community.hubspot.com/t5/Releases-and-Updates/Set-Properties-for-Moving-Between-Deal-Stages/ba-p/418262 ...read more
StefanoSiano on July 25, 2022
Hi, I need a formula field like Salesforce in Hubspot, for example calculation properties but...
Hi, I need a formula field like Salesforce in Hubspot, for example calculation properties but not only for number. I need the same for String, Currency, Checkbox etc...? Do you know something similar for Hubspot? Thanks a lot to everyone
Reply Discussion Professional
0 upvote
3 Replies
JIrwin33
HubSpot Employee
October 04, 2022
Hi @StefanoSiano This is info on HubSpot Calculated Properties: https://knowledge.hubspot.com/crm-setup/create-calculation-properties ...read more
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