Member since ‎Aug 25, 2022
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Harriet Cartledge

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AAyers88 on January 03, 2023
It's crazy to me that Hubspot doesn't have the option to make a contact or deal private. Hubspot has provided about four different workaround solutions but nothing that actually accomplishes this. With enterprise you can make certain properties priv read more
January 11, 2024
Seconding this. We want to use Hubspot CRM to track confidential things like investor relationships. Obviously we don't want all comms & notes more
hannahdavidian on January 23, 2020
It seems like something that would be a standard feature, but our company thinks it is essential to be able to embed HubSpot dashboards in external sites. For example, we have a centralized reporting system which we use a published link to embed ext read more
January 08, 2024
Would love this - re the Hubspot questions: Where are you looking to embed your HubSpot dashboard? We want to embed important reports in our more
HStepan on March 31, 2023
When creating tags on deals can we filter deal tags based on the Deal stage property.
29 Replies
December 05, 2023
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 more
HCartledge on November 24, 2023
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
3 Replies
HCartledge on November 24, 2023
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
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RSM on May 20, 2020
The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case. Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amo read more
45 Replies
November 24, 2023
I am trying to make the case that Hubspot can be a single source of truth with reports that solve problems for all areas of the business (Ops, more
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