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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
167 upvotes
67 Replies
roarkjanis
Member
December 28, 2017
This is critical to have when a deal reaches Sold stage in order to notify accounting, operations, and others who must act on the newly sold deal.
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
82 upvotes
25 Replies
roarkjanis
Member
December 18, 2017
This is a critical function as the About card gets cluttered with every custom field I set up and I cannot organize them in a way that is logical and...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
374 upvotes
116 Replies
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
182 upvotes
84 Replies
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
48 Replies
roarkjanis
Member
April 08, 2017
Cirrus Insight does this well for Salesforce.com. Need the same thing for HubSpot.
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