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jniemi7
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コミュニティー参加日： ‎11 16, 2018
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JJ Niemi

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アクティビティ

Dylan 1月 04日, 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 続きを読む
返信 アイデア Deals Tickets
344 いいね！
141 コメント
jniemi7
参加者
2月 18日, 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...続きを読む
christourre 12月 29日, 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. 続きを読む
返信 アイデア Deals
177 いいね！
86 コメント
jniemi7
参加者
12月 19日, 2019
YES! This serves no purpose! I have to remove it EVERY TIME I create a new deal and it's getting OLD!
FranzSauerstein 11月 28日, 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 続きを読む
返信 アイデア Contacts & Companies Deals
206 いいね！
89 コメント
jniemi7
参加者
6月 21日, 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...続きを読む
解決済み
nRate 5月 22日, 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? 続きを読む
返信 ディスカッション Contacts
0 いいね！
4 コメント
jniemi7
参加者
5月 22日, 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...続きを読む
barthoubn 5月 15日, 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 続きを読む
返信 アイデア Deals
132 いいね！
85 コメント
jniemi7
参加者
5月 22日, 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...続きを読む
andyhampshire 8月 22日, 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 続きを読む
返信 アイデア Account Settings Deals
528 いいね！
151 コメント
jniemi7
参加者
5月 21日, 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...続きを読む
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