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jniemi7
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Membre depuis ‎nov. 16, 2018
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Dylan le Janvier 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal Lire la suite
Répondre Idée Deals Tickets
344 Mentions J'aime
141 Réponses
jniemi7
Participant
Février 18, 2020
This would be an awesome feature to have!! The part 1 portion from the initial thread on this topic has helped us but it would be even better if we c...Lire la suite
christourre le Décembre 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. Lire la suite
Répondre Idée Deals
177 Mentions J'aime
86 Réponses
jniemi7
Participant
Décembre 19, 2019
YES! This serves no purpose! I have to remove it EVERY TIME I create a new deal and it's getting OLD!
FranzSauerstein le Novembre 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Lire la suite
Répondre Idée Contacts & Companies Deals
206 Mentions J'aime
89 Réponses
jniemi7
Participant
Juin 21, 2019
We have the same issue here. As a temporary patch, i've created a "Secondary Contact Owner" as well as a "Customer Service Rep" field, to give me the...Lire la suite
Résolues
nRate le Mai 22, 2019
How to know the source of the contact?
I added some integration somewhere with Hubspot and I found new contacts in the "Contacts". It only shows "email @domain.com was created from Offline Sources" but I'm sure I don't add it. Is it possible to know where does the contact come from? Lire la suite
Répondre Discussion Contacts
0 Mention J'aime
4 Réponses
jniemi7
Participant
Mai 22, 2019
you are right, it does give you the "what created these contacts" but it doesn't give you the WHO. That is what is needed here: as in what USER is r...Lire la suite
barthoubn le Mai 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let Lire la suite
Répondre Idée Deals
131 Mentions J'aime
84 Réponses
jniemi7
Participant
Mai 22, 2019
I'm jumping on this train as well. We are having the same situation where ONE Contact is associated with multiple internal users. When a user here e...Lire la suite
andyhampshire le Août 22, 2017
Grant Users Access to Multiple Teams
We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for. This will allow our support staff to support multiple individuals in a way th Lire la suite
Répondre Idée Account Settings Deals
528 Mentions J'aime
151 Réponses
jniemi7
Participant
Mai 21, 2019
This is critical for a multi-layer sales organization. We have multiple companies under our umbrella and we often work with the same customers/compan...Lire la suite
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