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gil1001
Top Contributor
Member since ‎Apr 3, 2018
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  • solutions
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  • Replies
    39
  • Upvotes Given
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  • Upvotes Received
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Activity

CoachAaronCCR on July 10, 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
1124 upvotes
166 Replies
gil1001
Top Contributor
April 17, 2022
This is an excellent example. In face I wanted to have these built into deals years ago and Hubspot keeps ignoring this ideas
ozgesila on November 20, 2020
When do you create forms?
I would like to ask these questions to all HS users? In what conditions do you create forms? eg. do you use same form for all your webinars or do you clone? I know that there are some basic forms like contact us, that you can use in different pa read more
Reply Discussion Forms
2 upvotes
6 Replies
gil1001
Top Contributor
November 30, 2020
We initially had a form per event/page, but when we had to make changes it was such a pain and very hard to analyze. The approach we took was a comb...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
68 upvotes
31 Replies
gil1001
Top Contributor
September 22, 2020
It was now added in the ABM under target accounts, but we find that it should be under Deal where per deal we can mark the roles, as in different dea...read more
gaylebrimble on March 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav read more
Reply Idea Account Settings
119 upvotes
25 Replies
gil1001
Top Contributor
September 21, 2020
We have the same problem, we need to ensure permissions of different people and need to go one by one instead of being able to export the list
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
68 upvotes
31 Replies
gil1001
Top Contributor
September 22, 2020
It was now added in the ABM under target accounts, but we find that it should be under Deal where per deal we can mark the roles, as in different dea...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
68 upvotes
31 Replies
gil1001
Top Contributor
September 22, 2020
It was now added in the ABM under target accounts, but we find that it should be under Deal where per deal we can mark the roles, as in different dea...read more
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