We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

HubSpot Ideas

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
tmpleiss
Submitted by on ‎Oct 26, 2020 4:04 PM

CRM: Account Overview Reporting

With the new Account Overview tab that you view on company records, it would be great to be able to pull reports + setup workflow triggers based on the data in this tab. 

 

Account Overview.png

See more ideas labeled with:
0 Upvotes