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KSmith198
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Member since ‎Jun 21, 2022
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Kendra Smith

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Activity

Kevin84 on August 08, 2019
Duplicating a Sales Pipeline
We have courses that run every month and we have a pipeline for each month, we have to create these all manually and they are always the same with only a tweak in the date, I have searched Google and everything says that this feature is required but read more
Reply Idea Deals
75 upvotes
21 Replies
KSmith198
Participant
May 05, 2023
Can confirm, this would be ideal. We use one of our pipelines as the vetting process for people applying to join our roster. (new deal is created for...read more
Solved
BethP on April 23, 2019
Export industry categories
Does anyone know where I can find or export a list of the default INDUSTRY categories from Hubspot? Thanks!
Reply Discussion Companies
2 upvotes
53 Replies
KSmith198
Participant
November 28, 2022
*chef's kiss* You are a beautiful angel and I love you. Thank you for being here for us all.
JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
87 upvotes
59 Replies
KSmith198
Participant
July 06, 2022
Hubspot. The people have spoken. Please grant us the ability to have auto-generated Deal numbers (that are pulled into the Deal Names). Pretty p...read more
CReider on January 26, 2022
Limit selecting a form Field Option based on submission numbers
In a form, it would be useful (in my opinion) to have a Field Option in a dropdown or checkbox be "disallowed" or unavailable to be selected after a threshold of submissions have be made for that particular Field Option. Particularly, this could read more
Reply Idea Forms
5 upvotes
2 Replies
KSmith198
Participant
June 21, 2022
Yes please, we have submissions through our forms that sometimes have over 30 options and would like to limit to 5 top choices. This would make our...read more
Nemaly on January 20, 2022
Have the option to customize sorting deals on company/contact records
Currently when we navigate to a company/contact record and view the associated deals, the deals are sorted (by default) in an alphabetical order. There's no way to change that. It would be great if we have the option to customize how the deals read more
Reply Idea Account Settings Deals
16 upvotes
3 Replies
KSmith198
Participant
June 21, 2022
Yes please! It would be incredibly helpful to be able to have the list displayed by most recent closed deal.
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