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BlancaWT
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Member since ‎Feb 6, 2018
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Blanca Garcia-Rinder

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Activity

CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
BlancaWT
Member
May 06, 2019
We work with brokers, resellers, direct clients and really need properties to cross over between contact, company and deal. The cards are nice but no...read more
taylorfriss on July 11, 2017
Export All Properties in CSV.
We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with t read more
Reply Idea Account Settings Contacts & Companies
288 upvotes
105 Replies
BlancaWT
Member
May 06, 2019
We need this too. What's a workaround? type them out? ugh.
cfleishman on August 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 read more
Reply Idea Deals
1822 upvotes
559 Replies
BlancaWT
Member
April 08, 2019
We would use this really often. Currently, I need to create a new deal for each renewal, which often has the same properties. Would love to be able t...read more
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