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hope
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Member since ‎Jan 17, 2019
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Alana Hope

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Activity

mkarsten on July 23, 2019
List Export Settings
We export similar types of data regularly, and removing the default properties HubSpot has set and selecting the same group of properties can be tedious when exporting several lists in a row. It's common that we don't need to export "Companies" prop read more
Reply Idea Lists
58 upvotes
30 Replies
hope
Participant
November 04, 2019
This is a must-have. Having to reset these for each dataset type is laborious. Custom data pre-sets needed for exports.
andyhampshire on August 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 read more
Reply Idea Account Settings Deals
528 upvotes
151 Replies
hope
Participant
June 28, 2019
This is vital to enable a team the feature "round robin." without it, we simply cannot take advantage of this much-needed feature. Use-case: Co...read more
Solved
lovinglife324 on September 01, 2017
User assign to multiple teams
It doesn't seem that I can have a user assigned to multiple teams. the moment I try to change team, it becomes their default
Reply Discussion
38 upvotes
10 Replies
hope
Participant
June 28, 2019
This is vital to enable a team the feature "round robin." without it, we simply cannot take advantage of this much-needed feature. Use-case: Co...read more
natalia_loewen on March 21, 2019
Permissions on Child and Parent Teams
We need more differentiated user permissions. Our Idea: User can be given permissions to see all data for the child team and also for parent team. When teams need to work together, we have no possibility to open the access to deals for parent t read more
Reply Idea Account Settings
30 upvotes
4 Replies
hope
Participant
June 28, 2019
This is vital to enable a team the feature "round robin." without it, we simply cannot take advantage of this much needed feature. Use-case: Co...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
hope
Participant
June 17, 2019
I am looking to set up a two-way sync between Deals and contacts. There should be a way to create one global field that is shared across Companies, C...read more
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