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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
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
874 upvotes
432 Replies
KSheppy
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
lock a property on form
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
Reply Idea Contacts & Companies Forms
32 upvotes
7 Replies
KSheppy
Member
January 23, 2020
AGREE 100%.
MG on May 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
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
Reply Idea Account Settings
295 upvotes
104 Replies
KSheppy
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
Multiple companies per deal
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
Reply Idea Deals
412 upvotes
161 Replies
KSheppy
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
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 upvotes
116 Replies
KSheppy
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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