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PHix
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Member since ‎Jul 27, 2022
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  • Upvotes Given
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  • Upvotes Received
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Peter Hix

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Activity

DanielaMS9 on June 22, 2022
Granular permissions for App Marketplace Access
Hi everyone! (posting on behalf of a customer) Currently, the Account > Settings > App Marketplace Access: will allow the super admin to "toggle the switch on to grant the user the ability to install apps from the HubSpot Marketplace . read more
Reply Idea Account Settings
6 upvotes
6 Replies
PHix
Participant
August 16, 2024
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
7 upvotes
4 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
AgendaJason on November 21, 2022
Merge Deal Stages
I would like to be able to merge two deal stages and retain information on deal activity within, rather than ourtight deleting a stage. I don't want to lose data like "Time Spent in Deal Stage", but I'd rather merge the time spent in two stages read more
Reply Idea Deals
4 upvotes
2 Replies
PHix
Participant
February 26, 2024
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
Javiersolutions on March 25, 2019
Sales Sequences association to a campaign
I would love to see the ability for a sales sequence to be able to associate to a campaign. If we were to run a campaign for X product, and the sales reps create their own sales sequences, I would like to be able to have them associate it with the c read more
Reply Idea Campaigns Deals Sales Reporting
142 upvotes
36 Replies
PHix
Participant
October 11, 2023
@Shay any update? It's been 3 years since this was marked as Being Reviewed.
Catherine5 on September 18, 2020
Add active Lists to Campaign
Please consider adding active lists to campaigns! This will help us evaluate the ongoing campaign performance rather than a point-in-time (such as with the use of the static lists).
Reply Idea Campaign
135 upvotes
26 Replies
PHix
Participant
July 14, 2023
@JennyMueller Is there any update on the timeline for this? Would dramatically simplify our offline lead gen attribution workflow given the limitat...read more
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