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SMA
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner
Mitglied seit ‎Apr 4, 2018
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mikeabowles on Mai 10, 2017
Filter for Tasks showing Queues each Task belongs to
It would be valuable to have a filter (or "view") on the task page that allows me to focus just on the tasks that I have not assigned to a specific task queue. There is a way to look at each task queue individually, but not the tasks that are Beitrag ansehen
Antworten Idee Tasks
74 Likes
43 Antworten
SMA
Mitwirkender/Mitwirkende | Diamond Partner
August 09, 2021
Any update on this. We have clients who also would like to edit the Columns to check which queue their tasks are in.
SMA on März 04, 2021
Copy content from Notes to Task Notes when a follow up task is created
Hi, We have a client who frequently uses Notes and Follow up task. They would like the content of the Notes created to be copied over to Task notes whenever a follow up task is created: As of now it only refers to the Note when Beitrag ansehen
Antworten Idee Activity Feed Contacts & Companies User Notifications
2 Likes
1 Antwort
ajoselow on September 21, 2020
[Closed] Ask Me Anything: Custom Objects
Hi everyone, My name is Adrienne and I am a member of the Product Marketing team at HubSpot. As you may have heard, HubSpot introduced a very exciting new feature at INBOUND, custom objects. This tool is something we’ve been working on for Beitrag ansehen
Antworten Diskussion AMA Custom Objects
7 Likes
88 Antworten
SMA
Mitwirkender/Mitwirkende | Diamond Partner
Oktober 07, 2020
Hi, Are we able to to create custom objects wich use the same interface as Deals or Ticket objects? For example Kanban view.
SMA on Mai 25, 2020
Make the properties your team sees when creating deals or tickets pipeline specific
Ourselves and many of our customers have multiple Deals and Ticket Pipelines. Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe Beitrag ansehen
Antworten Idee Deals
35 Likes
14 Antworten
VagaeNatus on April 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr Beitrag ansehen
Antworten Idee Deals
292 Likes
97 Antworten
SMA
Mitwirkender/Mitwirkende | Diamond Partner
Juni 28, 2019
I am a bit surprised this isn't a feature yet and that HubSpot still need more use cases to consider implementing this. When working with enterpr...Beitrag ansehen
kupton on März 02, 2017
Contact phone number displayed in Deals and Tasks
I would like to be able to see the contact's phone number on the Deal page. Current, it shows their name and email address, but not phone number and you have to open up the contact page to see it. It's a bit of a hassle to do this and would streamli Beitrag ansehen
Antworten Idee Deals
52 Likes
20 Antworten
SMA
Mitwirkender/Mitwirkende | Diamond Partner
Januar 14, 2019
We have a client who would like this feature. SInce this is an old thread we would like the feature to be extended to Tickets also
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