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cristianneelyg
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Member since ‎Apr 26, 2018
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  • Replies
    4
  • Upvotes Given
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  • Upvotes Received
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Cristian Neely

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Activity

Stanczak on October 19, 2017
Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more
Reply Idea Contacts & Companies Deals Workflows
188 upvotes
54 Replies
cristianneelyg
Participant
June 15, 2020
I was able to do this via Workflow. It is a workaround that is done using an auxiliar variable. I can help you to do this in Hubspot. Email me to cr...read more
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
528 upvotes
151 Replies
cristianneelyg
Participant
September 27, 2018
This would be very helpful and a must have feature for company growth, because when sales teams grow and start to have levels of hierarchy, it i...read more
Solved
Kimberly on October 30, 2017
Workflows for deals
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows read more
Reply Discussion
12 upvotes
13 Replies
cristianneelyg
Participant
July 10, 2018
There is a new feature in the pipeline automatization capability. You can create some worflows and apply them automatically to a deal when it reaches...read more
kanioma on January 12, 2017
Importing by Hubspot Unique ID
For the maintenance of the Hubspot CRM; I would love to have the ability to make mass updates to a csv and load back into the CRM . This process is isolated to my cold leads that have not been entered with an email address. I mus manually update ea read more
Reply Idea Contacts & Companies
20 upvotes
8 Replies
cristianneelyg
Participant
June 20, 2018
I agree with davidrevis: " If the ID fields are there, why can't you map them when you reimport the data. Not very clever and very frustrating" Fo...read more
amyheng on July 11, 2017
Validation Rules
Hi everyone, I would like to suggest that HubSpot's CRM/Sales platform require validations for fields. For example, my company wants to setup a validation rule so that a company name must start with a capital letter, or emails and first/la read more
Reply Idea Contacts & Companies
93 upvotes
37 Replies
cristianneelyg
Participant
June 04, 2018
This would ve very helpful and a really big feature that adds value for Hubspot users. There could be many cases when several people is creating cont...read more
drewschu1 on September 25, 2017
Allow Workflows to create company level tasks & deals
Hi, As a B2B company, our sales our usually to companies with many contacts. As such, a lot of the times our automations need to occur at the company level, not the contact level. Whether that is deal creation (for renewal sales) or contac read more
Reply Idea Workflows
41 upvotes
13 Replies
cristianneelyg
Participant
June 01, 2018
We also need this very much. We have some custom Status properties for Companys that need to be automatically changed when they are created, or when ...read more
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