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lknight2591
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Miembro desde ‎ene 11, 2018
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Daniel3 en Noviembre 03, 2017
Mass associating of companies to deals
Currently Hubspot doesn't allow to click on several deals when in the deal overview and edit the associated company field. You need to click into each deal and then associate a company to it. This is a very manual process. Another way could be to a Leer más
Responder Idea Deals
40 Me gusta
11 Respuestas
lknight2591
Participante
Agosto 03, 2018
This seems like a core functionality that's missing. +1 to this.
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esundance en May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Responder Conversación
97 Me gusta
45 Respuestas
lknight2591
Participante
Abril 02, 2018
Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. Y ou should be abl...Leer más
waihonger en Enero 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign Leer más
Responder Idea Workflows
306 Me gusta
83 Respuestas
lknight2591
Participante
Marzo 23, 2018
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered action...Leer más
Resuelta
HHH en May 02, 2017
Deals - How can I bulk update Deal properties?
I am trying to import properties/values to update fields in Deal records, such as 'Amount' and 'Hubspot Owner'. I created a csv with four records where the 'Deal Name' was identical with the record I wanted updated in Hubspot. Unfortunately, th Leer más
Responder Conversación deal properties Deals Import update records
11 Me gusta
7 Respuestas
lknight2591
Participante
Marzo 07, 2018
You can't bulk edit all properties, for example Associated Company, Associated Contact etc. except through the API. This is a simple functionality t...Leer más
Resuelta
HHH en May 02, 2017
Deals - How can I bulk update Deal properties?
I am trying to import properties/values to update fields in Deal records, such as 'Amount' and 'Hubspot Owner'. I created a csv with four records where the 'Deal Name' was identical with the record I wanted updated in Hubspot. Unfortunately, th Leer más
Responder Conversación deal properties Deals Import update records
11 Me gusta
7 Respuestas
lknight2591
Participante
Marzo 07, 2018
You can't bulk edit all properties, for example Associated Company, Associated Contact etc. except through the API. This is a simple functionality t...Leer más
acaringi en Diciembre 12, 2016
Email Reply Tracking
It would be great if Hubspot had the ability to track how many replies I got to my marketing newsletters. A lot of our newsletters are designed to get people to reply to them instead of having them click on something, so really the reply rate is wha Leer más
Responder Idea Marketing Emails
639 Me gusta
178 Respuestas
lknight2591
Participante
Enero 11, 2018
If replies aren't being tracked - why does the feature exist to build workflows off them?
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