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PBones
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Membre depuis ‎févr. 5, 2018
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Petra Bones

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cfleishman le Août 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
PBones
Membre
Août 01, 2018
definitely need this, as we have clients with weekly and monthly contracts/deals with us
blinkertoon le Septembre 08, 2017
Sort drop-down properties alphabetically
Very simply put, would be really useful if we could quickly srt the properties in contact setttings alphabetically (for instance when we add new options for a drop-down property with lots already available), instead of new options being placed at th Lire la suite
Répondre Idée Account Settings Contacts & Companies
57 Mentions J'aime
23 Réponses
PBones
Membre
Avril 11, 2018
Totally agree. Whilst the search function is good, it would be even better to be able to automatically sort properties in a list (e.g. venues in a d...Lire la suite
Barry le Mars 08, 2017
Recurring Tasks
Is it possible to create reocurring tasks, such Ticklers? I like to set-up ticklers to contact certain customers on a regular basis. Is this possible in Hubspot? Barry
Répondre Idée Tasks
705 Mentions J'aime
236 Réponses
PBones
Membre
Mars 29, 2018
Hi there Any update on this? Looks like lots of people asking for it, but no response from HubSpot for some time. Thanks, Petra
MarkSRasmussen le Février 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering Lire la suite
Répondre Idée Account Settings
221 Mentions J'aime
102 Réponses
PBones
Membre
Mars 06, 2018
Agree. Users should be able to remain in the system but be 'active' or 'inactive' (e.g. if they go on maternity leave)
nbatta_coquette le Janvier 11, 2018
Deleting deals
Hi, This is with regards to HubSpot sales CRM. Imagine what would happen if sales people start deleting deals when they can't convert? After all, who wants to close deals as lost? Who wants to accept the loss, especially sales people? The g Lire la suite
Répondre Idée Deals
42 Mentions J'aime
20 Réponses
PBones
Membre
Février 07, 2018
I think a permission setting for certain users not to be able to delete deals should be straightforward as similar permissions already exist in the s...Lire la suite
Ian1099 le Février 13, 2019
Prevent Users from Deleting Contacts
Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact's phone number they also get permission to delete it. Would be awesome if you could remove a user's ability to delet Lire la suite
Répondre Idée Account Settings Contacts & Companies
148 Mentions J'aime
57 Réponses
PBones
Membre
Février 07, 2018
Great point, we need the same thing OR an audit trail as to what deals were deleted, when and full details.
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