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lizyork
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Mitglied seit ‎Apr 10, 2018
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Liz York

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Aktivität

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 Beitrag ansehen
Antworten Idee Account Settings Deals
528 Likes
151 Antworten
lizyork
Teilnehmer/-in
Juni 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 Beitrag ansehen
Antworten Idee Deals
1823 Likes
559 Antworten
lizyork
Teilnehmer/-in
Juni 05, 2018
Please enable cloing a deal! This would be huge for our team.
Growth_Guy on Februar 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 Beitrag ansehen
Antworten Idee Deals
79 Likes
48 Antworten
lizyork
Teilnehmer/-in
Juni 02, 2018
Another vote for this functionality.
Mary_Cheney on März 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 Beitrag ansehen
Antworten Idee Tasks
85 Likes
83 Antworten
lizyork
Teilnehmer/-in
Juni 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Deals
1386 Likes
447 Antworten
lizyork
Teilnehmer/-in
Juni 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...Beitrag ansehen
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Antworten Idee Forms
564 Likes
177 Antworten
lizyork
Teilnehmer/-in
Juni 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...Beitrag ansehen
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