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jules-deskeo
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Member since ‎Jun 3, 2019
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jules-deskeo on December 22, 2020
CRM permissions
Hi, By now, permissions are very basic for Hubspot users. We can only choose to let someone view or edit all deals or only those he/she owns. For compliance reasons, we need to be able to set restrictions in our CRM so that only specific users ar read more
Reply Idea Deals
0 upvote
0 Reply
jules-deskeo on July 20, 2020
Reports - Export more than 10 deal properties
I need to export more than 10 deal properties in a Report but I can't ("You‘ve add the maximum of 10 Deal properties to this report.") It's important for us in order to import crossobject report (deal / product) datas into our accounting softwar read more
Reply Idea Analytics Tools Dashboards & Reports
2 upvotes
2 Replies
jules-deskeo
Member
September 16, 2020
@btsp the only workaround we found is to create several similar reports with different columns so that you can export them and merge data in the sa...read more
jules-deskeo on August 20, 2020
Quotes : Remove limitations for eSignature
Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us read more
Reply Idea Products and Quotes
37 upvotes
13 Replies
jules-deskeo on July 20, 2020
Reports - Export more than 10 deal properties
I need to export more than 10 deal properties in a Report but I can't ("You‘ve add the maximum of 10 Deal properties to this report.") It's important for us in order to import crossobject report (deal / product) datas into our accounting softwar read more
Reply Idea Analytics Tools Dashboards & Reports
2 upvotes
2 Replies
jules-deskeo
Member
September 16, 2020
@btsp the only workaround we found is to create several similar reports with different columns so that you can export them and merge data in the sa...read more
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
210 upvotes
89 Replies
jules-deskeo
Member
February 11, 2020
Also agree. We would need to set a certain % for each salesperson involved on a deal (50/50, 60/40...). And even more than two salesrep on one deal. ...read more
grayson on February 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
Reply Idea Contacts & Companies
621 upvotes
253 Replies
jules-deskeo
Member
June 03, 2019
#NEED!
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