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StephenDB
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Membre depuis ‎mai 1, 2018
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    34
  • Idées
    1

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Christiana le Octobre 11, 2017
Merge two companies with the Salesforce Sync Active
We'd like to merge two companies within HubSpot but have been told this functionality is not available as it is disabled for users who have a Salesforce integration with Hubspot . It would be great if this feature could be made available.
Répondre Idée Contacts & Companies
123 Mentions J'aime
46 Réponses
StephenDB
Participant
Mai 10, 2019
Agree with all the comments related to this request - this is essential functionality, not a nice-to-have. Yet another example of HubSpot delivering...Lire la suite
GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
554 Mentions J'aime
229 Réponses
StephenDB
Participant
Décembre 10, 2018
Yes, this absolutely needed, sales team and exec management are complaining bitterly about issues like this. I keep on asking: PLEASE IMPROVE EXISTI...Lire la suite
Lisanne le Juillet 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p Lire la suite
Répondre Idée Deals Workflows
140 Mentions J'aime
54 Réponses
StephenDB
Participant
Décembre 10, 2018
We also absolutely need this - quite frankly I consider it absurd it's not already there. PLEASE WORK ON IMPROVING EXISTING CRM FUNCTIONALITY, INSTE...Lire la suite
KathaHub le Février 19, 2018
Option to turn off HubSpot Insights on company records
We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the optio Lire la suite
Répondre Idée Contacts & Companies
59 Mentions J'aime
28 Réponses
StephenDB
Participant
Novembre 06, 2018
I agree 100% - the so-called HubSpot 'Insights' is a nuisance more than anything else. The system doesn't understand organizational hierarchies, and...Lire la suite
jthng le Juillet 14, 2017
Individual custom availability for team Meetings links for international teams
The team calendar should allow every member to customized their available time slots. In another words have the option for default availbility to overwrite customized availbility. This is because if i am looking to implement a 24 hours meetin Lire la suite
Répondre Idée Meetings
210 Mentions J'aime
81 Réponses
StephenDB
Participant
Août 07, 2018
Yes, we absolutely need this, and we need this NOW. We have a global sales team, and the inability to set individual time zones creates all types of...Lire la suite
lisat2m le Juillet 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this Lire la suite
Répondre Idée Contacts & Companies Deals
51 Mentions J'aime
16 Réponses
StephenDB
Participant
Mai 15, 2018
Yes, we absolutely need this!!!!! And not only the contact, but also the company field!!!! We should have the ability to make these required, and m...Lire la suite
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