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MherfelPCN
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Member since ‎Apr 16, 2019
  • solutions
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  • Replies
    9
  • Upvotes Given
    69
  • Upvotes Received
    30
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    3

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Megan Herfel

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MherfelPCN on October 22, 2021
It would be great to have an option for tasks to cancel versus close. Sometimes our Sales teams aren't able to get to all of the assigned tasks for mutliple reasons. It would be helpful to have the option to cancel versus just delete/close. We w read more
Shiran on June 10, 2021
Currently, when logging emails into HubSpot it automatically pulls through all the attachments on the email. This setting can only be turned on or off. It would be great if, like the recent update with logging you're able to choose the deal to log read more
13 upvotes
1 Reply
Contributor
June 11, 2021 12:13
I second this. If anyone uses the social media logos those get logged as attachments. It makes the attachment folder almost unusable because it grabs...read more
CarmelStelzner on June 02, 2021
Hi. We need a way to catch if the sales team have not selected Line Items in latter deal stages in the pipeline, particularly Closed Won/Sales. There doesn't seem to be any way to do this currently in a deal-based workflow - using 'associated line read more
7 upvotes
2 Replies
Participant
June 29, 2021 12:49
Related, but also checking to make sure that the line item totals match the deal properties on a continuous basis (using workflows, presumably). Ple...read more
YiRui_Chua on June 02, 2021
Hi team, Commenting for my customer here. Would love the ability to choose contact profiles as a custom property field. Reason for this would be "referral purposes" > where we can see exactly which contact from within HubSpot referred another read more
3 upvotes
2 Replies
Contributor
June 04, 2021 12:12
This would be great for us as well. We have a similar referral program and it would be great to link those together for reporting purposes. Same with...read more
MGarvey on January 14, 2021
When sending an email from within a deal, we have the option to associate that email with only the desired deal (by unchecking the rest). It would be immensely helpful if the same feature was available through the Outlook extension. Currently wh read more
Contributor
May 21, 2021 13:00
@Flora - I went through the settings and actually prefer to leave everything on. Is there a way to turn off the auto check for closed deals? It ass...read more
henrywangnl on April 26, 2021
Hi there, It seems that there isn't a way to valid an input for "Website URL" property. That would be great if it is supported. Thanks, Henry
5 upvotes
2 Replies
Member
February 23, 2022 10:13
I think a URL property would be really helpful with marketing emails as well. We send emails with links that are saved in text properties, but we can...read more
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