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cristianneelyg
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Membro desde ‎abr 26, 2018
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Cristian Neely

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Stanczak on Outubro 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 Leia mais
Responder Idéia Contacts & Companies Deals Workflows
188 avaliações positivas
54 Respostas
cristianneelyg
Participante
Junho 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...Leia mais
andyhampshire on Agosto 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 Leia mais
Responder Idéia Account Settings Deals
528 avaliações positivas
151 Respostas
cristianneelyg
Participante
Setembro 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...Leia mais
Solucionado
Kimberly on Outubro 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 Leia mais
Responder Discussão
12 avaliações positivas
13 Respostas
cristianneelyg
Participante
Julho 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...Leia mais
kanioma on Janeiro 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 Leia mais
Responder Idéia Contacts & Companies
20 avaliações positivas
8 Respostas
cristianneelyg
Participante
Junho 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...Leia mais
amyheng on Julho 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 Leia mais
Responder Idéia Contacts & Companies
93 avaliações positivas
37 Respostas
cristianneelyg
Participante
Junho 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...Leia mais
drewschu1 on Setembro 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 Leia mais
Responder Idéia Workflows
41 avaliações positivas
13 Respostas
cristianneelyg
Participante
Junho 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 ...Leia mais
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