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Salvatore
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Mitglied seit ‎Feb 21, 2018
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Salvatore Zamarripa

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JulB on Juli 25, 2019
Use "Deal BCC address" to track conversations for specific deals only
In addition to the HubSpot Generic BCC address (.....@bcc.hubspot.com), we would like to have Deal-Specific BCC addresses to be able to track conversations for specific deal-only. We are struggling with finding right conversations in deals record Beitrag ansehen
Antworten Idee Deals
35 Likes
18 Antworten
Salvatore
Mitwirkender/Mitwirkende
August 17, 2021
No, Not for my knowledge this is the future I still need Thank You
Gelöst
uxlauren on Juni 09, 2017
Deal checklist
Is there functionality to have a checklist for each deal? E.g. SOW proofread, SOW approved by CFO, SOW sent? A checklist that can live within each deal?
Antworten Diskussion
9 Likes
13 Antworten
Salvatore
Mitwirkender/Mitwirkende
März 18, 2020
HI, Mike could you help guide me in the right direction on how to get this done?
JulB on Juli 25, 2019
Use "Deal BCC address" to track conversations for specific deals only
In addition to the HubSpot Generic BCC address (.....@bcc.hubspot.com), we would like to have Deal-Specific BCC addresses to be able to track conversations for specific deal-only. We are struggling with finding right conversations in deals record Beitrag ansehen
Antworten Idee Deals
35 Likes
18 Antworten
Salvatore
Mitwirkender/Mitwirkende
August 17, 2021
No, Not for my knowledge this is the future I still need Thank You
briley on Mai 17, 2018
Allow multiple owners to be assigned to single contacts
Currently a contact can only have one owner, which makes it difficult to keep information where it belongs. Team view works, somewhat, but we don't want every member on a team to see everyone elses information. There are some cases where multiple u Beitrag ansehen
Antworten Idee Contacts & Companies
49 Likes
11 Antworten
Salvatore
Mitwirkender/Mitwirkende
November 18, 2019
The best way would to have contacts have no contact owner. The problem is when a contact has no owner the last person that changes or emails that con...Beitrag ansehen
ccds11 on März 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Antworten Idee Contacts & Companies
478 Likes
242 Antworten
Salvatore
Mitwirkender/Mitwirkende
Oktober 18, 2019
Deal Tags are a must. Please add this feature soon.
jklung on Juni 19, 2017
Show deal owner in Sales Pipeline Board
We need to see the deal owner in the Sales Pipeline Board. It is available in the Table view but not Board view. Should be a very easy thing to add. See my original question in the community: https://community.hubspot.com/t5/CRM/How Beitrag ansehen
Antworten Idee Deals Sales Reporting
85 Likes
33 Antworten
Salvatore
Mitwirkender/Mitwirkende
August 26, 2019
Fantastic Idea. Choose what we see on the deal card along with color highlights. Some deals are a priority over others and color would help with that...Beitrag ansehen
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