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PK-PK
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Member since ‎Jun 23, 2022
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Preston Keller

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BenettB on November 19, 2020
Workflow actions that can update properties across different (associated) object types.
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more
Reply Idea Workflows
39 upvotes
47 Replies
PK-PK
Member
May 18, 2023
I have been chasing my tail on this....would love to see this rolled out!
Olivia_Englert on March 20, 2020
Need the ability to schedule a meeting more than 11 weeks out in advance
When creating meeting links in Hubspot it has the option to pick when a meeting can be scheduled. Currently there is a limit of 11 weeks. Having no limit or a yearly limit would be extremely helpful as we schedule annual and quarterly calls with read more
Reply Idea Meetings
147 upvotes
57 Replies
PK-PK
Member
May 18, 2023
PRETTY PLEASE! We NEED this!!! 🙏
noah on June 15, 2017
Customize the 5 Sales Templates Seen by Free Users
Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates. I want to select (for every free user) what templates they can use.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
229 upvotes
93 Replies
PK-PK
Member
April 03, 2023
Upvoted. We need this feature as well, I am shocked this has been ignored for so many years. I am wondering if this issue has been left alone as a po...read more
Leadstreet-M on July 15, 2020
Counting business days only in workflows and sequences
Hi, there are already similar ideas raised, but most of them target the need to exclude bank holidays or company closing days when actually sending an email from a sequence or workflow. For this an admin would have to be able to add these closing read more
Reply Idea Sequences
104 upvotes
26 Replies
PK-PK
Member
March 17, 2023
+1 here, please get this feature added.
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
109 upvotes
51 Replies
PK-PK
Member
January 06, 2023
Dido. Just did a test and it threw off my data.
MicheleAymold on November 16, 2021
Allow individual users to see all users' meeting links w/o all account access
Our team of SDR's sets meetings for our senior sales reps, and they need access to view other team member's links when setting meetings. Currently, the only way to provide them with access to all user's meeting links is to grant them with "Account A read more
Reply Idea Meetings
20 upvotes
9 Replies
PK-PK
Member
August 16, 2022
Wish this was a feature as well.
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