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Member | Diamond Partner
Member | Diamond Partner
Member since ‎Mar 27, 2017
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Doug Kirk

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Optimize on February 01, 2024
Use new Prospecting Lead Stage in a workflow
I think it's confusing to have both Lead Status and Lead Stage (new Prospecting tool) inside the CRM. It would be ideal to be able to use Lead Status and have that mirror the properties in Lead Stage. This could be down via a workflow that updated read more
Reply Idea Properties Workflows
0 upvote
1 Reply
Jari on June 20, 2019
Export duplicate contacts list to Excel (new "Manage Duplicates" feature)
It would be great if you could export the duplicate contacts list to a .CSV- or .XLSX-file from the new "Manage duplicates" feature in Hubspot. As of now, it is only possible to review the list in Hubspot itself.
Reply Idea Contacts & Companies
276 upvotes
62 Replies
Optimize
Member | Diamond Partner
November 04, 2019
The ability to create a list from duplicates will allow us to easily identify any email on the list that has bounced. With that, we can purge the bo...read more
InviseAgency on November 27, 2018
Create Quote templates
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
Reply Idea Deals
59 upvotes
22 Replies
Optimize
Member | Diamond Partner
September 10, 2019
This is a necessity
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