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jlyman
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Member since ‎May 10, 2019
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  • Upvotes Given
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Janine Lyman

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Activity

k8isgreat on June 28, 2017
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
215 upvotes
57 Replies
Member
April 25, 2022 02:16
Here's an idea. How about: Link contacts to deal automatically. This is not yet possible (unfortunately). As team sales we would love this.
Solved
Deirdre on November 16, 2016
I am a member of a three-person marketing team. We would like to start using the Hubspot calendar for planning purposes. Once each of us enters our tasks in the calendar, is there a way to filter based on our names (as well as tasks)? For example, p read more
Contributor | Elite Partner
June 21, 2021 20:24
Would also be great to filter by teams and partitioned teams.
MichaelC on February 01, 2019
Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an i read more
65 upvotes
23 Replies
HubSpot Product Team
August 12, 2021 08:54
Hi everyone, I have an exciting update, we now have an active beta for creating contacts with a workflow. This will roll out to all customers o...read more
brent1 on January 04, 2018
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
72 upvotes
26 Replies
Member
May 11, 2022 07:08
This idea certainly gets my vote. It's very time consuming having to manually update associations one at a time. A utomatically assigning the logs/ac...read more
rossfruin on April 21, 2017
It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, read more
146 upvotes
42 Replies
Member
May 04, 2022 05:29
Huge issue for us as we have a "deferred" stage for deals that are put on hold, so no conversion information is calcuated unless a deal also touches ...read more
Solved
Jefe on April 04, 2018
How can I automate enrolling a contact into a sequence? I would like to automate enrolling a contact into a sequence. Could this be done with Zapier or Automate.io? i.e. Using an email or Google Sheets row as a trigger to enroll the Hubspot read more
2 upvotes
18 Replies
Community Manager
May 19, 2022 12:44
Hi @Isaac_Anderson , Thanks for your feedback! Would you mind posting this directly in the the ideas forum . Our product team, wh...read more
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