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CPSMP
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CPSMP on September 09, 2022
Allow scroll functionality when using View Tabs
Having the Views, or Tabs, in the Company/Contact/Deal list screens is very handy. However, when there are more than a computer screen will display, being able to scroll through them would be very handy. Especially being able to get back the the m Beitrag ansehen
Antworten Idee Contacts & Companies Deals
0 Likes
0 Antwort
CPSMP on Mai 31, 2022
Scheduling a "Timeless" Activity in Tasks, Calls, Emails, etc.
When a sales team member is scheduling or recording a Task (or Call, or Email), it would be great to have a "Timeless" as an option. This could function very much like an Event in most other calendars, and clear up space for Activity that needs to Beitrag ansehen
Antworten Idee Tasks
2 Likes
0 Antwort
CPSMP on Mai 31, 2022
Calendar Preset Close Date when Creating a Deal
I am writing to request consideraration be given to the development of functionality allowing a pre-set value in the Close Date field (versus the create date) when creating a Deal. Most companies know their average create to close-won time frame (e Beitrag ansehen
Antworten Idee Deals
1 Likes
0 Antwort
mchvatal on Juli 03, 2019
Ability to export individual property options
I would love to have the ability to export custom property settings, such as a CSV list of all drop-down options for a specific property.
Antworten Idee Account Settings
54 Likes
14 Antworten
CPSMP
Mitglied
Januar 27, 2022
Agree. This should be considered a "must have" feature.
Erin_Heilman on April 27, 2017
Bulk Company Merge
It would be excellent if we could bulk merge companies based on their domain instead of individually merging companies.
Antworten Idee Productivity Tools
91 Likes
18 Antworten
CPSMP
Mitglied
Oktober 25, 2018
I very much agree with the need to bulk merge company, and even contact, records. However, I would not want to just limit that to using the domain ...Beitrag ansehen
Chris-Higgins on Oktober 21, 2018
Allow admins to control settings and defaults for other users
Unless I'm very much mistaken, the only way for HubSpot administrators / partners to configure things like sales email signatures / meeting links / chat availability or edit profiles of other sales users is by logging in to each individual's account Beitrag ansehen
Antworten Idee Account Settings
29 Likes
5 Antworten
CPSMP
Mitglied
Oktober 25, 2018
Totally agree. Especially needed to adjust the names. Some of our users forgot to add their names properly and are known by their email addresses. ...Beitrag ansehen
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