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HCartledge
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Member since ‎Aug 25, 2022
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Harriet Cartledge

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HCartledge on December 18, 2024
Ability to add key event dates to chart to show before and after
I want to be able to see clearly on a chart whether there was significant immediate uptick in activity/deal submissions etc after we host an event or run a campaign. Equally it would be good to mark on graphs when major events happened e.g. a big p read more
Reply Idea Dashboards & Reports
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HCartledge
Member
January 11, 2024
Reply to Making contacts private
Seconding this. We want to use Hubspot CRM to track confidential things like investor relationships. Obviously we don't want all comms & notes on...read more
HCartledge
Member
January 08, 2024
Reply to Embed HubSpot Dashboard
Would love this - re the Hubspot questions: Where are you looking to embed your HubSpot dashboard? We want to embed important reports in our inte...read more
HCartledge
Member
December 05, 2023
Reply to Deal tags for specific stages
Thanks MBesse but it's slightly mad we have to clutter up our fields to workaround this. e.g. I want deals to be tagged as 'Golding cold' after d...read more
HCartledge on November 24, 2023
Make middle section cards conditional in record customisation
Loving the more extended options for the middle section customisation on records (esp. deals). It would be !even more amazing! if we could set cards as conditional. e.g. before you win an account, A, B and C cards show and afterwards you get read more
Reply Idea Properties
7 upvotes
5 Replies
HCartledge on November 24, 2023
More granular Slack notifications for associated records
Love that we can now get updates in Slack on notes, calls, meetings, tasks from associated deals/companies. Really great. HOWEVER, it is super annoying to get lots of updates whenever a minor change is made to a note. Creates lots of excess nois read more
Reply Idea Integrations
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