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JK1
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Member since ‎May 29, 2017
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  • Replies
    4
  • Upvotes Given
    24
  • Upvotes Received
    19
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Activity

benphillips on January 12, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to me@mycompany.com ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal- read more
72 upvotes
22 Replies
JK1
Participant
June 19, 2020
Can we get an idea of when this might be possible? Keen to be able to schedule a weekly export of all deals and companies as a .CSV
Solved
psx on April 17, 2018
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist read more
33 upvotes
15 Replies
JK1
Participant
April 19, 2020
This looks like the same idea, but with more votes and attention. Please upvote: https://community.hubspot.com/t5/HubSpot-Ideas/Field-Dependencies-...read more
Solved
psx on April 17, 2018
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist read more
33 upvotes
15 Replies
JK1
Participant
April 19, 2020
This looks like the same idea, but with more votes and attention. Please upvote: https://community.hubspot.com/t5/HubSpot-Ideas/Field-Dependencies-...read more
Frank on January 24, 2017
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
494 upvotes
172 Replies
JK1
Participant
February 26, 2020
P.S. Happy 3rd birthday to this idea
Solved
JimmyLees on May 08, 2017
Hi There, This might be very simple but I want a notification to be emailed to the sales team when a deal is changed to closed won. How do I set this up? Thanks in advance.
2 upvotes
8 Replies
JK1
Participant
February 04, 2019
Thanks! Glad its possible now - albeit for Sales Pro users (we are Sales free, Marketing Pro users currently)
samisund on May 10, 2017
Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact read more
24 upvotes
9 Replies
JK1
Participant
December 06, 2018
Surely this is available for Marketing Pro users too?
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