プロフィール

JeremyHong
投稿者 | Diamond Partner
コミュニティー参加日: ‎4 29, 2019
  • ベストアンサー数
    5
  • 件の返信
    20
  • いいね!した数
    62
  • いいね!獲得数
    203
  • ご意見・ご提案
    1

自己紹介

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Jeremy Hong

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アクティビティ

ndwilliams3 2月 02日, 2017
Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t 続きを読む
104 いいね!
34 コメント
投稿者 | Diamond Partner
12月 14日, 2023
+1 having a "HubSpot User Object" reduces the need for custom objects for roles that require tracking information unique to each user (example - cont...続きを読む
cjl2016 11月 30日, 2023
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe 続きを読む
1 いいね!
4 コメント
投稿者 | Diamond Partner
12月 12日, 2023
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...続きを読む
cjl2016 11月 30日, 2023
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe 続きを読む
1 いいね!
4 コメント
投稿者 | Diamond Partner
12月 12日, 2023
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...続きを読む
FinallyMatt 7月 02日, 2020
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom 続きを読む
投稿者 | Diamond Partner
3月 20日, 2023
This is still badly needed...nearly 3 years later and still not even a comment from anyone at HubSpot?
解決済み
GShelia12 11月 28日, 2022
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin 続きを読む
0 いいね!
3 コメント
投稿者 | Diamond Partner
11月 28日, 2022
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...続きを読む
AH3420 2月 23日, 2022
We only have three refund reasons now, but there are many situations in our real life. I think the custom refund reasons feature will be beneficial and valuable for all of us.
投稿者 | Diamond Partner
10月 27日, 2022
Yeah, this is needed by many. The payments feature seems pretty half baked at the moment.
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