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PBones
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コミュニティー参加日: ‎2 5, 2018
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  • いいね!した数
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  • いいね!獲得数
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Petra Bones

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アクティビティ

cfleishman 8月 31日, 2017
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 続きを読む
1857 いいね!
576 コメント
メンバー
8月 01日, 2018
definitely need this, as we have clients with weekly and monthly contracts/deals with us
blinkertoon 9月 08日, 2017
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 続きを読む
メンバー
4月 11日, 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...続きを読む
Barry 3月 08日, 2017
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
707 いいね!
236 コメント
メンバー
3月 29日, 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 2月 20日, 2017
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 続きを読む
222 いいね!
102 コメント
メンバー
3月 06日, 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 1月 11日, 2018
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 続きを読む
42 いいね!
20 コメント
メンバー
2月 07日, 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...続きを読む
Ian1099 2月 13日, 2019
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 続きを読む
メンバー
2月 07日, 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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