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ClemOaky
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コミュニティー参加日： ‎4 2, 2019
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ClemOaky 5月 13日, 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 続きを読む
返信 アイデア Contacts & Companies
0 いいね！
0 コメント
ClemOaky 3月 11日, 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 続きを読む
返信 アイデア Deals
0 いいね！
0 コメント
ClemOaky 1月 02日, 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 続きを読む
返信 アイデア Deals
138 いいね！
39 コメント
ClemOaky
参加者
1月 05日, 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...続きを読む
VagaeNatus 1月 21日, 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.
返信 アイデア Contacts & Companies Deals Forms Sales Documents
49 いいね！
14 コメント
ClemOaky
参加者
1月 05日, 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...続きを読む
CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
ClemOaky
参加者
12月 15日, 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...続きを読む
AndyPitre 4月 04日, 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 続きを読む
返信 アイデア Deals
1385 いいね！
447 コメント
ClemOaky
参加者
12月 15日, 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...続きを読む
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