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jg2703
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Member since ‎Dec 4, 2023
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Joel Gray

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jg2703 on July 23, 2024
Associate Activity Records with Leads
You can't associate activity records directly with a Lead, making it complex where where you have multiple Lead records against a Contact. This would make it possible to track what activities relate to which Lead, and then open up reporting o read more
Reply Idea Activity Feed
2 upvotes
1 Reply
jg2703
Participant
July 23, 2024
Reply to Flexible Deal Association with Lead Records
We need this too. Also you can't associate activity directly with a Lead, making it complex where we have multiple live Leads against a specifc conta...read more
jg2703 on May 28, 2024
Reorder associations by object property
Could we please have an option to reorder association lists (i.e. on the right sidebar on desktop, or the Associations tab on mobile) dependent on a specific object property? i.e. Contacts that have a custom property 'Status' that is set to 'D read more
Reply Idea Lists
3 upvotes
0 Reply
jg2703
Participant
May 14, 2024
Reply to How can i log a meeting for other hubspot user?
Frank - the issue for us is logging the meeting, not scheduling a future meeting that then invites the contact...
jg2703
Participant
May 14, 2024
Reply to Logging meetings on behalf of another team member
https://community.hubspot.com/t5/HubSpot-Ideas/The-ability-to-log-meetings-on-behalf-of-someone-else/idc-p/976168#M179672
jg2703
Participant
May 14, 2024
Reply to The ability to log meetings on behalf of someone else
We really need this. You can book (schedule) a meeting with a different host, but this doesn't help when it's previously completed by a rep and the r...read more
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