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JCraft2
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Member since ‎Jun 27, 2022
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Julie Craft

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JCraft2 on August 16, 2023
Permissions on the Mobile App
Can someone please explain to me the purpose of permissions if they don't transfer to the mobile app? I have limited the ability of users to create companies, but that limitation does not apply on the mobile app!! This should be a basic functionalit read more
Reply Discussion Mobile App
1 upvote
1 Reply
JCraft2 on July 07, 2023
Assigning Collaborators through Workflow
Does anyone know if there is a way to assign collaborators through workflow using another Deal property? Right now, assigning collaborators is very manual.
Reply Idea Deals Workflows
13 upvotes
3 Replies
CJones3 on December 01, 2022
bulk add collaborators to deals
Would be great to have the tools to bulk add collaborators to deals in Hubspot so when we have a new colleague join us we can add them into their partners deals as they work together on each of them. Currently new collaborators need to be manually a read more
Reply Idea Deals
64 upvotes
22 Replies
JCraft2
Member
May 05, 2023
This should also apply to other "Associations." All of those edits are very manual, and being able to do more than one at a time would be a huge time...read more
HBruce on February 09, 2023
Add Deal Collaboration on Create form
Can you add the option for Deal Collaboration to the Create Deal form please? This will save time for users in creating Deals and prevent them from forgetting to do so.
Reply Idea Account Settings Deals
18 upvotes
13 Replies
JCraft2
Member
May 05, 2023
Also, this capability should be available on the Mobile App. Many of these Salespeople use their phones mainly.
HBruce on February 09, 2023
Add Deal Collaboration on Create form
Can you add the option for Deal Collaboration to the Create Deal form please? This will save time for users in creating Deals and prevent them from forgetting to do so.
Reply Idea Account Settings Deals
18 upvotes
13 Replies
JCraft2
Member
May 05, 2023
Also, this capability should be available on the Mobile App. Many of these Salespeople use their phones mainly.
liangsj on September 10, 2021
Deal Funnel Report to Show Deal Amount
Hi Team, Submitting on behalf of customer Currently, the deal funnel report shows count of deals, can we also display deal amount instead?
Reply Idea Sales Reporting
49 upvotes
17 Replies
JCraft2
Member
February 23, 2023
This should be a default for pipeline management within a CRM.
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