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KSheppy
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Member since ‎Dec 11, 2018
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Kerry Shepherd

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CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
857 upvotes
430 Replies
Member
March 12, 2020
Agreed!!! We are just now getting ready to roll out this tool for one of our product lines, and I am anticipating a lack-luster response because we...read more
mgarrett13 on July 16, 2019
I would like to be able to have the ability to prevent a property from being overwritten. the settings I feel it should have would be to: prevent user from changing (admin only), form field, workflow. I am adding a leadsource property to a form read more
30 upvotes
5 Replies
Member
January 23, 2020
AGREE 100%.
MG on May 05, 2017
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
290 upvotes
103 Replies
Member
January 23, 2020
This is a MUST! We have integrations and workflows tied to several properties now and humans are just not-to-be-trusted! Hubspot needs to have proper...read more
monicaway on May 11, 2017
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) read more
404 upvotes
161 Replies
Member
January 03, 2019
We just signed on with Hubspot and this is among the first roadblocks we have encountered. Our company collaborates with construction management and ...read more
roarkjanis on April 08, 2017
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Member
December 11, 2018
This is a feature offered by less expensive CRM systems, and is VITAL in easing the sales to order process. As a company that is currently implement...read more
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