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CaseyWeiss
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Member since ‎Aug 24, 2023
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Casey Weiss

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abhijay on June 25, 2019
Settings to remove the amount next to deal name
The new update to Hubspot shows up a $ amount next to the deal name in the board view. We use the board view extensively, but most of our deals are within the organization clients and hence we don't associate it with a $ amount. This means, a "$0.00 read more
Reply Idea Deals
48 upvotes
16 Replies
CaseyWeiss
Participant
January 26, 2024
We have no variable in our company that we call Amount. So to be forced to use it isn't fun. I have to do creative workflows anytime someone edits it...read more
warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
89 upvotes
46 Replies
CaseyWeiss
Participant
January 23, 2024
The Beta link sent in Nov. of 2023 does not lead to the Beta in question. Is the Beta live still? Or has the feature shipped? Thanks
mschnitt on April 05, 2017
HubSpot Outlook integration for MAC users
We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?
Reply Idea Sales Email Extensions & Add-Ins
468 upvotes
267 Replies
CaseyWeiss
Participant
November 15, 2023
Our company uses Gmail, but some users prefer Outlook for Mac. We have no solution for these individuals to track and log emails using an add-on/exte...read more
CaseyWeiss on September 13, 2023
Meeting List Sorting
Is there a way to change the order of the list of Meetings? Right now it seems to be determined by the order in which you create them (Meetings created first are on top and subsequent created meetings go below). I think having a sorting function or read more
Reply Discussion Professional
1 upvote
5 Replies
CaseyWeiss
Participant
September 18, 2023
@danmoyle Thank you for the message. It sounds like myself and others in my company use HubSpot meetings similarly to you. We use the email ext...read more
CaseyWeiss on September 13, 2023
Internal Meeting Name in Reports
I would like the ability to insert "Internal Meeting Name" into reports. Right now you can load a variable called "Meeting Name" that is linked to the "Event Title" in meeting creation settings. My issue with this is that we often use the same " read more
Reply Idea Meetings
0 upvote
2 Replies
CaseyWeiss
Participant
September 13, 2023
@franksteiner79 I was not aware of those variables, but they would be helpful! Thank you. I still think it would be nice to tie the Internal M...read more
mphenderson on February 14, 2023
Archive Old Meeting Links
It would be useful to have the ability to archive old meeting links for employees who have left the company, moved to a new position, etc. so that when you are searching for a specific meeting link, you don't have to sift through every meeting link read more
Reply Idea Meetings
15 upvotes
6 Replies
CaseyWeiss
Participant
September 13, 2023
Agreed. When you create a meeting link for a finite amount of time, its inconvenient to keep that meeting link on the Meetings List and have to navig...read more
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