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buildingcentre
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Member since ‎Mar 4, 2019
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Michael James

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Activity

jfalk415 on December 15, 2021
Custom 'Create Deal' form for different pipelines
Hubspot allows for the creation of multiple pipelines, but apparently doesn't allow for the creation of custom Create Deal form per pipeline. We would greatly benefit from being able to have each pipeline have a unique Create Deal form with a unique read more
Reply Idea Deals
256 upvotes
99 Replies
buildingcentre
Participant
August 01, 2022
Yes! We need this. When we have very different fields for different deals across pipelines, the ' Customize the 'Create deal' form' is getting confu...read more
MethodCall on May 23, 2017
Real-World Relationships Between Companies, Contacts, and Locations
Core Premise In a theoretically ideal/perfect CRM, the data that the CRM contains would be a perfect mirror of the relationships/events that exist/take place in the real world. That is to say, the CRM's data/structure would be abstracted from the read more
Reply Idea Contacts & Companies
145 upvotes
60 Replies
buildingcentre
Participant
April 24, 2020
This is an absolute must. Lots of companies have more than one address and a quote would often need to be prepared to go to a different address than ...read more
Blythe on October 16, 2019
Uploading files as a folder or upload into a folder already existing against a deal
We would like to upload multiple images/documents as a folder or into an exsisting folder on a deal.
Reply Idea Deals
5 upvotes
2 Replies
buildingcentre
Participant
April 14, 2020
Yes, the Folder feature is great, but not much use when you can't add things (images submitted on a form, for example) to the same existing folder. Y...read more
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
buildingcentre
Participant
March 04, 2019
This would be a great feature! I have a frontline team, and I want some of its members (not all) to pick up the live chats, so I wanted to make a Su...read more
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