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Salvatore
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Member since ‎Feb 21, 2018
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  • solutions
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  • Replies
    9
  • Upvotes Given
    20
  • Upvotes Received
    6
  • Ideas
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Salvatore Zamarripa

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JulB on July 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 read more
Reply Idea Deals
35 upvotes
18 Replies
Salvatore
Contributor
August 17, 2021
No, Not for my knowledge this is the future I still need Thank You
Solved
uxlauren on June 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?
Reply Discussion
9 upvotes
13 Replies
Salvatore
Contributor
March 18, 2020
HI, Mike could you help guide me in the right direction on how to get this done?
JulB on July 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 read more
Reply Idea Deals
35 upvotes
18 Replies
Salvatore
Contributor
August 17, 2021
No, Not for my knowledge this is the future I still need Thank You
briley on May 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 read more
Reply Idea Contacts & Companies
49 upvotes
11 Replies
Salvatore
Contributor
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...read more
ccds11 on March 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?
Reply Idea Contacts & Companies
478 upvotes
242 Replies
Salvatore
Contributor
October 18, 2019
Deal Tags are a must. Please add this feature soon.
jklung on June 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 read more
Reply Idea Deals Sales Reporting
85 upvotes
33 Replies
Salvatore
Contributor
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...read more
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