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s0utherndandy
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CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1358 Me gusta
198 Respuestas
s0utherndandy
Participante
Marzo 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Leer más
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1358 Me gusta
198 Respuestas
s0utherndandy
Participante
Marzo 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Leer más
Sara en May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Leer más
Responder Idea Meetings
388 Me gusta
171 Respuestas
s0utherndandy
Participante
Noviembre 02, 2017
has this been implemented yet?
mschnitt en Abril 05, 2017
Enable mass enrollment in sequences
It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. For example I may want to enroll everyone at company x with 50 employees. Currently I'd have to go through the enrollment process 50 times.
Responder Idea Sequences
98 Me gusta
64 Respuestas
s0utherndandy
Participante
Agosto 25, 2017
Has there been any progress to this yet?
cfleishman en Agosto 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leer más
Responder Idea Deals
1822 Me gusta
559 Respuestas
s0utherndandy
Participante
Agosto 17, 2017
Has Hubspot resolved this issue yet?
CoachAaronCCR en Julio 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leer más
Responder Idea Contacts & Companies Deals Properties
1358 Me gusta
198 Respuestas
s0utherndandy
Participante
Marzo 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Leer más
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