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gil1001
トップ投稿者
コミュニティー参加日： ‎4 3, 2018
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CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
gil1001
トップ投稿者
4月 17日, 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 11月 20日, 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 続きを読む
返信 ディスカッション Forms
2 いいね！
6 コメント
gil1001
トップ投稿者
11月 30日, 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...続きを読む
gotmike 6月 05日, 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 続きを読む
返信 アイデア Contacts & Companies Deals
69 いいね！
31 コメント
gil1001
トップ投稿者
9月 22日, 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...続きを読む
gaylebrimble 3月 30日, 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 続きを読む
返信 アイデア Account Settings
120 いいね！
26 コメント
gil1001
トップ投稿者
9月 21日, 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 6月 05日, 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 続きを読む
返信 アイデア Contacts & Companies Deals
69 いいね！
31 コメント
gil1001
トップ投稿者
9月 22日, 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...続きを読む
gotmike 6月 05日, 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 続きを読む
返信 アイデア Contacts & Companies Deals
69 いいね！
31 コメント
gil1001
トップ投稿者
9月 22日, 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...続きを読む
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