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kristen_sb
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Member since ‎Feb 5, 2018
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  • solutions
    1
  • Replies
    10
  • Upvotes Given
    25
  • Upvotes Received
    208
  • Ideas
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Kristen Muckleroy

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VDumont on November 04, 2024
Possibility to turn a contact "Marketing" or "Non Marketing" from the contact page
Possibility to turn a contact "Marketing" or "Non Marketing" from the contact page. Currently, it's only possible on the "Contacts" page but not on the contact itself. We can see the status but not possible to modify, which is weird. Being able to m read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
kristen_sb
Contributor
November 19, 2024
I'm shocked no one else has upvoted this. There used to be the flexibility to change it from within the contact, I'm not sure why they removed this. ...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
513 upvotes
140 Replies
kristen_sb
Contributor
October 31, 2019
Thank you @BB1 and @TimBrown I appreciate your workarounds and ideas!
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
513 upvotes
140 Replies
kristen_sb
Contributor
October 31, 2019
Thank you @BB1 and @TimBrown I appreciate your workarounds and ideas!
brittwhittemore on August 18, 2017
Build a list of companies
I would love to be able to create a static or smart list of companies. Right now, you can create a list based on company fields, but it generates contact names, not companies.
Reply Idea Lists
220 upvotes
76 Replies
kristen_sb
Contributor
September 12, 2019
This is a CRM we're paying for ....isn't it? I find it utterly unbelievable that we can't create a list of companies without contacts. This feature s...read more
Knilsen on May 01, 2019
Personalization Token in Internal Email for Form Filled
In a sentence: personalization tokens should be available for non-contact property values. We're looking to use workflows with Internal Emails notifying team members of leads. Instead of having to create separate workflows for the various forms read more
Reply Idea Forms Marketing Emails Workflows
24 upvotes
7 Replies
kristen_sb
Contributor
July 29, 2019
Not being able to add a link to a contact in an internal notification (via a personalization token) is unbelievable. It boggles my mind that this fun...read more
Solved
tklat922 on April 07, 2017
Sales Territory creation
I would like to be able to create sales territories with one or multiple sales users assigned to them. The Sales users assigned to the territories would be able to see all contacts within those terriroties, but not ones outside of their territory. read more
Reply Discussion Companies Contacts CRM Deals Users
13 upvotes
6 Replies
kristen_sb
Contributor
March 07, 2019
Not sure how HubSpot plans to compete in the Enterprise CRM space without territory functionality.
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