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perkelator
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Feb 28, 2018
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  • Upvotes Given
    10
  • Upvotes Received
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Trevor Perkins

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Activity

Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
133 upvotes
64 Replies
perkelator
Participant | Platinum Partner
November 11, 2021
We would also like this functionality. After building a very complicated quote we don't want to have to do it when renewal time comes. Give us the op...read more
JoseHan on April 18, 2018
Count Globally Bounced Contacts in the Emails Bounced Property
In lead scoring, we have set up a negative attribute for contacts that have emails bounced equal or greater than 2. This helps us weed out contacts with invalid emails. Recently I noticed that globally bounced contacts didn't have any count in read more
Reply Idea Contacts & Companies
110 upvotes
32 Replies
perkelator
Participant | Platinum Partner
March 04, 2021
I'd like to go a bit deeper and challenge Hubspot's concept of 'global bounce.' Now we have been using Hubspot for a few years I'm noticing emails be...read more
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
1823 upvotes
559 Replies
perkelator
Participant | Platinum Partner
July 08, 2019
Totally agree! We have deals that we close win and need to create another one for the next year. Huge pain to transfer everything to the new deal... ...read more
rickm on July 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more
Reply Idea Contacts & Companies
402 upvotes
165 Replies
perkelator
Participant | Platinum Partner
April 30, 2019
Ditto on all of this. I'm blown away that we don't have the option to designate primary contact on a company. We work in K-12 space and often have te...read more
mikeabowles on May 15, 2017
Workflows assign task to Task Queue
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
Reply Idea Tasks Workflows
195 upvotes
80 Replies
perkelator
Participant | Platinum Partner
January 24, 2019
+1 Totally agree with everything said here. Huge impediment to flow.
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