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ClemOaky
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Miembro desde ‎abr 2, 2019
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ClemOaky en May 13, 2022
Only associate emails to primary companies and deals and disregard who's in copy
In today's world, many layers of hierarchy might be needed to get involved or cc'ed into a single thread. When using Associations correctly, a contact (for example a SVP Revenue) of a parent company will have an association to the primary compan Leer más
Responder Idea Contacts & Companies
0 Me gusta
0 Respuestas
ClemOaky en Marzo 11, 2022
Import into Hubspot from Google Sheets
As a user, I would like to import companies, deals and contacts from a Google Sheets (that I update on a regular basis). This Google Sheets has a set format and instead of importing manually into Hubspot, I would want it to be importing automati Leer más
Responder Idea Deals
0 Me gusta
0 Respuestas
ClemOaky en Enero 02, 2020
Parent Child Relationship for Deals
In the industry we work in (hotels), you may have a Parent (the Hotel Chain) and a lot of children (the individual hotels). We need to have a Parent / Child relationship on a deal level, where the Parent Deal is the sum of all individual Children d Leer más
Responder Idea Deals
138 Me gusta
39 Respuestas
ClemOaky
Participante
Enero 05, 2022
I have just had a glance at how easily and elegantly Salesforce has solved this issue long ago. This is the first time that a Salesforce feature mad...Leer más
VagaeNatus en Enero 21, 2020
File Property Type for all objects
There is currently a file property type in Hubspot, but it is only available on the contact. We need this property type on all objects. For example on deals, we need to save specs before quote, contract, invoice, etc.
Responder Idea Contacts & Companies Deals Forms Sales Documents
49 Me gusta
14 Respuestas
ClemOaky
Participante
Enero 05, 2022
Fully agree, we need this. The same idea is posted here: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-File-as-Field-Type-in-Deal-Property/id...Leer más
CoachAaronCCR en Julio 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 Leer más
Responder Idea Contacts & Companies Deals Properties
1358 Me gusta
198 Respuestas
ClemOaky
Participante
Diciembre 15, 2021
Am I correct in assuming that with the newly announced "Latest source" property that will also be added to Deal and Company , we are getting very cl...Leer más
AndyPitre en Abril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Leer más
Responder Idea Deals
1385 Me gusta
447 Respuestas
ClemOaky
Participante
Diciembre 15, 2021
Great improvement that, unfortunately falls short for our usage. Once again, a great development that just didn't go far enough.. Shame.. - 2 ext...Leer más
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