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JeremyHong
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎Apr 29, 2019
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  • Replies
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  • Upvotes Given
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Jeremy Hong

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JeremyHong on April 05, 2024
Remove/Allow Toggling Off ALL default Lead Object/Lead Stage automation
The current forced automation for Lead Stages seems redundent and unnecessary, and really limits the usefulness of using the Lead Object to track and manage the initial Lead qualification process. This is especially true in organizations that have a read more
Reply Idea Contacts & Companies
2 upvotes
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JeremyHong
Contributor | Diamond Partner
December 14, 2023
Reply to Custom user profile properties
+1 having a "HubSpot User Object" reduces the need for custom objects for roles that require tracking information unique to each user (example - cont...read more
JeremyHong
Contributor | Diamond Partner
December 12, 2023
Reply to Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
From what I've seen it usually comes down to the business culture and reporting needs, but moreso the latter. Some might want each step spelle...read more
JeremyHong
Contributor | Diamond Partner
December 12, 2023
Reply to Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
Tracking, forecasting and reporting across pipelines when deals hop from one to the other can obviously be challenging. Without knowing your fu...read more
JeremyHong
Contributor | Diamond Partner
March 20, 2023
Reply to Option for Deal value to sync with discounted Quote values
This is still badly needed...nearly 3 years later and still not even a comment from anyone at HubSpot?
JeremyHong
Contributor | Diamond Partner
November 28, 2022
Reply to Sales Document Activity as contact enrollment trigger for workflow
Thanks @PamCotton @GShelia12 Yeah, unfortunately this is not possible. Totally agree it's a huge miss on HubSpot's part, and it doesn't ma...read more
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