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roarkjanis
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Member since ‎Apr 8, 2017
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khughes on April 03, 2017
Add deal properties to email personalization
In emails you can add fields from Contacts and Companies, but not from Deals yet. Adding deal information is critical to setting up internal notifications.
Reply Idea Marketing Emails
163 upvotes
67 Replies
RMartinez6
Member
August 19, 2021 19:09
Even within a Deal workflow with Deal properties, you cannot add the Deal Company to an email. Is there a reason for this?
ashlyngray_hub on November 16, 2016
Customize components on company and contact records
In companies in hubspot sales, they have the blocks: about deals attachments contacts I feel it would be great to be able to add/remove/customise your own blocks. So you can organise the fields a bit better. Thanks!
Reply Idea Contacts & Companies
78 upvotes
25 Replies
Cojo20
Participant | Platinum Partner
October 30, 2021 02:04
For us, it is crucial that we can individually design company data records. The companies in CRM are not homogeneous and must also be represented ind...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
370 upvotes
116 Replies
beezwings
Member
October 01, 2020 06:21
Is this possible with inline attachments? Many customers send me inline photos which I need to record. What's the easiest way to get those into their...read more
roarkjanis on April 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of read more
Reply Idea Deals Sales Email Extensions & Add-Ins
180 upvotes
82 Replies
YGolden
Member
March 11, 2022 13:23
Please disregard
Growth_Guy on February 23, 2017
Filter/Customize Data Displayed in Deal Timeline (e.g. emails to associated contacts)
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
Reply Idea Deals
79 upvotes
47 Replies
DBASL
Participant
July 22, 2019 02:51
I should amend my previous entry to state that we use Outlook as an email platform.
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