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sgagliano
Teilnehmer/-in | Gold Partner
Teilnehmer/-in | Gold Partner
Mitglied seit ‎Apr 11, 2019
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Stephen Gagliano

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ESconnor on Mai 01, 2017
Make Fields Read-Only
Our online platform will be feeding data back to the Hubspot CRM via the API to populate certain custom fields. It would be ideal if we could mark these fields as 'read-only' so that they cannot be modified using the Hubspot UI. Another possi Beitrag ansehen
Antworten Idee Contacts & Companies
70 Likes
9 Antworten
sgagliano
Teilnehmer/-in | Gold Partner
Januar 30, 2020
YES!!!! Based on roles/permissions.
sgagliano on Januar 22, 2020
Allowing Lookup Values as Properties
It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The Beitrag ansehen
Antworten Idee Contacts & Companies
227 Likes
79 Antworten
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
sgagliano
Teilnehmer/-in | Gold Partner
Januar 22, 2020
YES!
stevenplapp on Dezember 18, 2017
Linked Referral Sources to Deals - Just like Contacts
For any business generating sales from referrals, it is important to track who your referral sources are, by linking them to deals that they referred. Currently, there is no way to effectively link "referral sources" to deals. The current me Beitrag ansehen
Antworten Idee Sales Reporting
79 Likes
28 Antworten
sgagliano
Teilnehmer/-in | Gold Partner
April 26, 2019
YES! i submitted the same request. It's a gap for Hubspot to fill, rather than force users to create clunky workarounds.
Gelöst
sgagliano on April 11, 2019
Contact "referral source"
How can I relate one contact to another contact that referred it? Use case: If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record. I want Beitrag ansehen
Antworten Diskussion Contacts & Companies
8 Likes
18 Antworten
sgagliano
Teilnehmer/-in | Gold Partner
April 19, 2019
I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, ...Beitrag ansehen
Gelöst
sgagliano on April 11, 2019
Contact "referral source"
How can I relate one contact to another contact that referred it? Use case: If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record. I want Beitrag ansehen
Antworten Diskussion Contacts & Companies
8 Likes
18 Antworten
sgagliano
Teilnehmer/-in | Gold Partner
April 19, 2019
I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, ...Beitrag ansehen
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