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JusinP
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Member since ‎Mar 4, 2019
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Justin Pavsic

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mfoldager on May 14, 2020
Ability to restrict permission to edit/delete other people's notes
In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own. I am oftentimes leaving notes for my salespeople, read more
Reply Idea Account Settings
67 upvotes
29 Replies
JusinP
Participant
January 16, 2024
+ 1 for this, we need to be able at the very least determine if a note should be public or private.
EGopaul on July 22, 2021
Custom Object Personalization Tokens in Sequence Templates
Hi! It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. read more
Reply Idea Custom Objects Properties Sequences Snippets & Templates
105 upvotes
36 Replies
JusinP
Participant
August 03, 2022
is this not a thing yet? it seems like it should be fairly straight forward we are already doing it in workflows!
HSUser117 on July 05, 2019
Set user restrictions in specific Deal Stages in the Pipeline
We would love to be able to exclude AEs from moving deals to a few stages in Sales pipeline. In short, it will be great to have one person, such as our VP of Sales, to be the gatekeeper in deciding which deals should move to Closed Won and the stage read more
Reply Idea Account Settings
85 upvotes
28 Replies
JusinP
Participant
October 04, 2021
100% need this feature, its just a part of the QA that most companies need to do.
JusinP on August 15, 2021
Capture First meeting date
it would be great if we can capture the first meeting date that we had with a prospect, that way when we run reporting we can see from the first meeting to the last meeting how long it took to close the deal.
Reply Idea Account Settings Analytics Tools
1 upvote
1 Reply
SarahL on July 30, 2018
Microsoft Teams Integration with Conversations
I'd really like to get a Microsoft Teams integration with messages, so we can respond to messages within Teams. Basically, I just want the Slack integration outlined in this article ( https://knowledge.hubspot.com/articles/kcs_article/conversations/ read more
Reply Idea Conversations Integrations
368 upvotes
128 Replies
JusinP
Participant
July 09, 2021
Hey Team, I heard this was in beta testing not long ago? any updates on when it will release?
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
334 upvotes
140 Replies
JusinP
Participant
July 09, 2021
Hey everyone, we had some issues with other fields that we wanted to automatically update one of the things that we are doing now is connecting to ...read more
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