Profile

CTAKevin
Member
Member since ‎Apr 18, 2017
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    19
  • Upvotes Received
    13
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

This user hasn't created a bio yet. Edit your own profile here!

Activity

gotmike on June 05, 2017
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
67 upvotes
31 Replies
HubSpot Product Team
November 16, 2021 10:48
Hi all! I'm excited to tell you about association labels . This functionality was released to public beta at INBOUND, and I believe it will do exact...read more
ECRSADMIN1 on September 06, 2017
Could you add the functionality to send closed lost or closed won deals based on the deal rather than the contact. Should a deal have more than one contact associated with it then notifications are sent regarding the deal status from all related con read more
6 upvotes
6 Replies
HubSpot Product Team
March 15, 2018 01:38
fenstermakera on January 24, 2017
Basic CRM functionality missing. Need to do a keyword search.
137 upvotes
61 Replies
Member
December 06, 2021 14:04
How is this still not a thing? I just want to search for keywords in my notes.
tbls-amanda on December 13, 2017
Hi! I would like to be able to use the Products in the Product Library within HubSpot Sales for creating smart lists, where we can filter by product. This would be a great feature for other targeted marketing or sales efforts. Thank you!
68 upvotes
28 Replies
Member
March 31, 2021 02:37
This is a very important feature. Please enable this at least in the API -> Because the workaround of using reports doesn't work either because yo...read more
waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
304 upvotes
83 Replies
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
AndyPitre on April 04, 2017
Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM. In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are mul read more
Member
May 20, 2020 15:03
Hello, anyone using Stripe integration with Hubspot Quotes and wishing there was a free trial option (client puts payment info upon signing quote but...read more
Bookmark content for quick access to your helpful threads.
There aren't any posts from you just yet. C’mon, don’t be shy :)

Following

The Community experience is always better if shared with others. Here’s somone who might be able to help you get started.
Community Badges

My Groups

Looks like you haven’t subscribed to any Groups just yet. It’s ok, here’s some groups that might be relevant for you or
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.