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PHix
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Member since ‎Jul 27, 2022
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  • Replies
    1
  • Upvotes Given
    48
  • Upvotes Received
    17
  • Ideas
    2

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Peter Hix

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Activity

PHix
Participant
November 07, 2024
Reply to Kanban Board for Leads Pipeline
Completely agree, just came here to see if anyone had requested this.
PHix
Participant
August 16, 2024
Reply to Granular permissions for App Marketplace Access
I find it insane that something like this is blanket on/off access. How is it possible that to install, for example, the Google Meet integration, ind...read more
PHix on April 29, 2024
Allow Non-Hubspot User Billing Conacts
We use an expense management platform that has automatic invoice recongition and associated charges with invoices for us. To use it we need to add an email address as a billing contact for our subscriptions and then it adds the invoice when it recei read more
Reply Idea Account Settings
10 upvotes
6 Replies
Solved
PHix on March 22, 2024
How to block deal stage progression based on exit criteria?
I am trying to make it so that certain exit criteria are met before reps are allowed to move a deal forward to the next stage. This is particularly important for moving deals from Discovery to POV. These exit criteria are primarily stored in propert read more
Reply Discussion CRM Sales
0 upvote
2 Replies
PHix
Participant
February 26, 2024
Reply to Merge Deal Stages
I am also facing this issue. We want to move from a 6-stage deal process to a 5-stage process. This requires renaming everything (which HubSpot can d...read more
PHix
Participant
October 11, 2023
Reply to Sales Sequences association to a campaign
@Shay any update? It's been 3 years since this was marked as Being Reviewed.
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