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lizyork
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Member since ‎Apr 10, 2018
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    3
  • Upvotes Given
    17
  • Upvotes Received
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Liz York

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Activity

andyhampshire on August 22, 2017
Grant Users Access to Multiple Teams
We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for. This will allow our support staff to support multiple individuals in a way th read more
Reply Idea Account Settings Deals
525 upvotes
151 Replies
lizyork
Participant
June 06, 2018
Another vote for assigning users many teams. This is crucial for our success in HubSpot.
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
1701 upvotes
524 Replies
lizyork
Participant
June 05, 2018
Please enable cloing a deal! This would be huge for our team.
Growth_Guy on February 23, 2017
Filter/Customize Data Displayed in Deal Timeline (e.g. emails to associated contacts)
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
Reply Idea Deals
79 upvotes
48 Replies
lizyork
Participant
June 02, 2018
Another vote for this functionality.
Mary_Cheney on March 17, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca read more
Reply Idea Tasks
85 upvotes
82 Replies
lizyork
Participant
June 02, 2018
Another vote for this functionality. Not just for every day Sales Pro users but even for stakeholders who come into the Sales Dashboard Pipeline to b...read more
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1365 upvotes
446 Replies
lizyork
Participant
June 02, 2018
My team and I agree 100%. We shifted our 15 person sales team from Pipedrive to HubSpot and while many features are similar or better, this is unfort...read more
tmcginnis on August 17, 2017
Populate Deal Properties with Values from a Form Submission
We can use a workflow right now to create a deal in the CRM, but many times the data we use for the Deal Properties has been submitted already in a website form. Therefore, users have to go into the CRM and manually copy/past the form submissions in read more
Reply Idea Deals Forms Workflows
61 upvotes
18 Replies
lizyork
Participant
June 02, 2018
This would be incredibly useful and it is the number one request I receive from my sales pro users for the team I manage. Unfortantely, this was a fe...read more
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