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jpeluso
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Member since ‎Jun 4, 2018
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  • Upvotes Given
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  • Upvotes Received
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Joe Peluso

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Activity

NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
59 upvotes
23 Replies
MHerring
Member
May 19, 2022 11:14
Come on Hubspot, step your game up
jpeluso on May 26, 2021
Control How Responses to Multiple Checkboxes Are Displayed
Currently, if a visitor selects multiple options from a "multiple checkboxes" property, they display on notifications as separated by semicolons with no spaces between them. It's a cosmetic request, but I would like to have some control over how read more
Reply Idea Professional
1 upvote
2 Replies
jpeluso
Participant
January 18, 2022 12:14
Yes, that is correct.
jlariccia on October 04, 2021
Search for custom properties within global search bar without an Enterprise subscription
It would be very beneficial for customers to be able to use the global search to look for custom property values, without having an Enterprise subscription. For reference, I'm submitting this idea on behalf of a customer. Thank you! 🙂
Reply Idea Custom Objects Properties
3 upvotes
1 Reply
jpeluso
Participant
January 07, 2022 14:13
I second this! Would be extremely helpful for us to look up our clients that have DBA's and/or are colloquially known by a different name that their ...read more
jpeluso on August 10, 2021
Need Someone to Review Sales Software Exam Results for Errors
Good afternoon, One of our sales reps recently failed the Sales Software Exam. When reviewing her responses, though, she spotted a few questions where it appears she answered correctly, but was told her answers were incorrect. Can I have s read more
Reply Discussion
0 upvote
2 Replies
KyleJepson
Inbound Professor
August 16, 2021 09:18
Hi @jpeluso -- sorry for the confusion here! I'll DM you so we can discuss further.
KarineP on July 07, 2020
Create Cross-object properties
Hi, It would be very useful to be able to create cross-object properties, especillay for the following reasons: - we will no longer need to create additional properties across various objects - we will no longer need to create workflows to cop read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
8 upvotes
5 Replies
dwc1993
Member
April 07, 2022 07:07
Yes please! We are having to create the same properties on multiple OBJECTS and setup WFs to update the property values.
jpeluso on June 05, 2020
PLEASE add multiple value copy/paste functionality on properties! 🙏🙏🙏
When a lead comes in through a form submission, we try to always capture a postal/zip code. I would like to be able to use that zip code within a workflow to assign leads to sales reps automatically (since most of our sales reps have their own terri read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
8 upvotes
3 Replies
talbright
Member
January 31, 2022 13:28
YES!!!!! You just saved me from having to choose almost 50 countries individually on about 30 forms.
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