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TLeone
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Member since ‎Oct 18, 2023
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  • Upvotes Given
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  • Upvotes Received
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Travis Leone

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TLeone
Member
March 17, 2025
Reply to Add Permission Set for Lead Object
I would also love to have the ability in Settings to limit the # of Leads that can be created for a Contact or Company. My business only works 1 Lead...read more
TLeone on November 21, 2024
Salesforce Integration | Allow Syncing Appointments
I just turned on the new Appointments object in Hubspot and would like to sync it to an object in Salesforce. It doesn't look like that's available yet. That would be great if it was.
Reply Idea Integrations
0 upvote
0 Reply
TLeone on August 02, 2024
Delete Call Recording Without Deleting Call Activity
It would be great to have a feature where we could delete the call recording file without having to delete the entire activity....that the call took place at all.
Reply Idea Calling
4 upvotes
2 Replies
TLeone on July 29, 2024
Prospecting Leads (Companies) - Automatically Associate Contacts
In the Lead Prospecting Workspace when a Company is made the Lead, it would be great that the Contact is automatically associated with the Lead (even if there's only 1). Right now, you have to manually associate the Contact to the Lead (Comp read more
Reply Idea Contacts & Companies
10 upvotes
0 Reply
TLeone on July 22, 2024
Reorganize Lead Pipeline Stages In Reporting
I would like the ability to reorganize Lead Pipeline Stages in Reporting so they align to the sales funnel. Right now, when running a report to show contacts in each Lead Pipeline Stage, it shows in the order of Attempting, New, Connected, Disq read more
Reply Idea Dashboards & Reports Sales Reporting
1 upvote
0 Reply
TLeone
Member
June 25, 2024
Reply to Better Protection Needed For Spam Form Submissions
This is desperately needed!
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