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PBones
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Petra Bones

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cfleishman on Agosto 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 Leia mais
Responder Idéia Deals
1822 avaliações positivas
559 Respostas
PBones
Membro
Agosto 01, 2018
definitely need this, as we have clients with weekly and monthly contracts/deals with us
blinkertoon on Setembro 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 Leia mais
Responder Idéia Account Settings Contacts & Companies
57 avaliações positivas
23 Respostas
PBones
Membro
Abril 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...Leia mais
Barry on Março 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
Responder Idéia Tasks
705 avaliações positivas
236 Respostas
PBones
Membro
Março 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 on Fevereiro 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 Leia mais
Responder Idéia Account Settings
221 avaliações positivas
102 Respostas
PBones
Membro
Março 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 on Janeiro 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 Leia mais
Responder Idéia Deals
42 avaliações positivas
20 Respostas
PBones
Membro
Fevereiro 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...Leia mais
Ian1099 on Fevereiro 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 Leia mais
Responder Idéia Account Settings Contacts & Companies
148 avaliações positivas
57 Respostas
PBones
Membro
Fevereiro 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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