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erica11
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Member since ‎Apr 9, 2019
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  • solutions
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    8
  • Upvotes Given
    106
  • Upvotes Received
    63
  • Ideas
    7

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Erica Myers

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Activity

brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
114 upvotes
36 Replies
erica11
Top Contributor
November 27, 2022
So manual to have to go & do this! HubSpot definitely needs a way to do this automatically.
Tracy127 on September 26, 2017
Limit form submission to a certain number
We'd like to be able to disable a form after a certain number of submissions.
Reply Idea Forms
615 upvotes
135 Replies
erica11
Top Contributor
October 09, 2022
We really need this feature too! Please update us HubSpot.
kakaufman on April 27, 2021
Lock deal properties at specific stage
Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
Reply Idea Deals
83 upvotes
27 Replies
erica11
Top Contributor
July 18, 2022
We need this too!
sgerrits on January 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
Reply Idea Workflows
236 upvotes
65 Replies
erica11
Top Contributor
June 07, 2022
We really need this too. Let's hope HubSpot implements soon!
ClaraS on September 18, 2020
Hide empty modules for smart content in drag and drop editor
Would be great to be able to hide variations that does not have any content in them. For example, when contacts in one list should only see 3 content modules, and contacts in another list should see 5 content modules in a newsletter. Today it's pos read more
Reply Idea Marketing Emails
75 upvotes
27 Replies
erica11
Top Contributor
June 01, 2022
Interested in this too
Herschel on December 10, 2019
Allow Specific Feedback on Knowledge Base Articles
Present visitors who mark a Knowledge Base article as unhelpful with a form to submit specific feedback as to why the article was not helpful. This would allow us to actually address the issues that visitors are experiencing. Idealy with the fee read more
Reply Idea Feedback Surveys Knowledge Base
178 upvotes
40 Replies
erica11
Top Contributor
May 17, 2022
This would be very useful
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