DaviCamas

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Davi Camas

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FSabatini le Décembre 07, 2021

Copying a contact property to a diferent second contact with the same property

Hey guys, There is a way to put up a workflow that copy a contact property and store it in a totally diferent contact with the same property? what I mean is: I have a contact called Peter and Peter has a property called Candys with a value Lire la suite

Répondre Discussion Workaround

1 Mention J'aime

4 Réponses

DaviCamas

Contributeur

Décembre 14, 2021

would be amazing to have this functionality. Operations Hub is too expensive and still needs one dev to use it better. Is easier to make one dev use ...Lire la suite

Résolues

CarolineO le Décembre 10, 2020

Displaying Line Items on Company Side Bar

We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to v Lire la suite

Répondre Discussion Professional

29 Mentions J'aime

27 Réponses

DaviCamas

Contributeur

Novembre 03, 2021

@MCisneros I have the same issue, the only way I found was by API. But is very painful to need a dev to do changes and updates in the API every tim...Lire la suite

SRoberts le Septembre 23, 2021

Ability to lock down existing line item properties

It would be great if you could choose which line item properties were editible after creation. We have a reporting system outside of HubSpot which relies on our line item names matching up with those in the reports. We have switched off the abil Lire la suite

Répondre Idée Products and Quotes

65 Mentions J'aime

26 Réponses

DaviCamas

Contributeur

Novembre 03, 2021

Also wound be great only superadmin or just some users can edit the coluns.

phtheref le Septembre 24, 2021

Deals forecasting one-time fee & MRR + negative amount of line item

Hi! I've asked this multiple times and I am asking this again. Is it possible to get weighted monthly forecast from deals where forecast understand difference between one-time fee & MRR line items? Also it would be very important that sales re Lire la suite

Répondre Discussion Professional

4 Mentions J'aime

4 Réponses

DaviCamas

Contributeur

Novembre 02, 2021

I would like to use negative amount line items too because the revenue analytics tools are not useful for me to see which product is having more chur...Lire la suite

DaviCamas le Avril 13, 2021

Filter panels by companies.

We are planning to use panels to see the company's KPIs for our CS team. Would be great to have a filter that changes all the reports to see the company's KPI. Before we had no limit on panels, so we could create one panel by company. Ho Lire la suite

Répondre Idée Contacts & Companies Dashboards & Reports

4 Mentions J'aime

0 Réponse

Rkeane le Avril 13, 2021

Password Protection for Quotes

Hi all; I am a HubSpotter raising this on behalf of a customer. They are looking to add a password to their quote links so that when sharing with a prospect the password is required. This would ensure an extra level of security for sales quotes whic Lire la suite

Répondre Idée Products and Quotes

34 Mentions J'aime

20 Réponses

DaviCamas

Contributeur

Avril 13, 2021

Yes! Would be amazing to have this feature!

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