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JeremyHong
Colaborador(a) | Parceiro Diamante
Membro desde ‎abr 29, 2019
  • Soluções
    5
  • Respostas
    20
  • Avaliações positivas dadas
    64
  • Avaliações positivas recebidas
    220
  • Ideias
    2

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Jeremy Hong

Atividade

JeremyHong on Abril 05, 2024
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 Leia mais
1 avaliações positivas
0 Respostas
ndwilliams3 on Fevereiro 02, 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 Leia mais
116 avaliações positivas
39 Respostas
Colaborador(a) | Parceiro Diamante
Dezembro 14, 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...Leia mais
cjl2016 on Novembro 30, 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 Leia mais
1 avaliações positivas
4 Respostas
Colaborador(a) | Parceiro Diamante
Dezembro 12, 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...Leia mais
cjl2016 on Novembro 30, 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 Leia mais
1 avaliações positivas
4 Respostas
Colaborador(a) | Parceiro Diamante
Dezembro 12, 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...Leia mais
FinallyMatt on Julho 02, 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 Leia mais
Colaborador(a) | Parceiro Diamante
Março 20, 2023
This is still badly needed...nearly 3 years later and still not even a comment from anyone at HubSpot?
Solucionado
GShelia12 on Novembro 28, 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 Leia mais
0 avaliações positivas
3 Respostas
Colaborador(a) | Parceiro Diamante
Novembro 28, 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...Leia mais
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