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Quantilope_Mat
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Member since ‎Aug 23, 2019
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  • Upvotes Given
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Matthias Kampmann

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Activity

jackielee on November 13, 2019
Enroll Companies in a Workflow Straight From All Companies List Page
Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul read more
Reply Idea Contacts & Companies Workflows
21 upvotes
8 Replies
Quantilope_Mat
Participant
March 02, 2021
Came across this just recently which makes it unnecessarily hard to do contact segmenatation based on their associated companies. Common use case...read more
RBarkby on April 04, 2018
Splitting Deal Amounts Between Salespeople
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more
Reply Idea Deals
99 upvotes
32 Replies
Quantilope_Mat
Participant
March 02, 2021
100% agreed here. Especially if different teams (Sales, CDM,CS) base their goal achievements on the same deals this makes people use sub-optimal ...read more
dewetsnyders on May 18, 2020
"Push" feature for duplicate checking rather than only every two weeks
Currently HS runs a duplicate check only every two weeks for each portal. Especially with large quantities of imports it would be easier to run a check manually and use the merge function rather than exporting to a spreadsheet every time to check du read more
Reply Idea Contacts & Companies
7 upvotes
4 Replies
Quantilope_Mat
Participant
February 03, 2021
Agreed on this. While the duplicate check is already quite useful, it would be much appriciated if it could also be triggered manually after big impo...read more
Quantilope_Mat on January 28, 2021
Timeranges for Manual forecast over time
With the new forecast feature you can have a look how forecast and closing changes within a month. This is great, however our sales managers (VP level) need a look at the whole quarter as this is how we do all internal reporting. So to use read more
Reply Idea Analytics Tools
2 upvotes
0 Reply
himanigupta on January 20, 2021
Forecast amount in local currency
Would you please launch forecast amount in local currency identical to projected deal stage amount
Reply Idea Deals
48 upvotes
14 Replies
Quantilope_Mat
Participant
January 28, 2021
Yes! While the new forecast feature is going into the right direction we currently can't use it as we have US and EU based offices. Try getting you...read more
IsaacTakushi on January 08, 2019
Delete specific timeline events via API
The Timeline API has endpoints for creating and updating specific timeline events and deleting event types , but specific events cannot be deleted in the UI or via the API. Instead, per this thread , events must be deleted manually my read more
Reply Idea Integrations
60 upvotes
6 Replies
Quantilope_Mat
Participant
December 08, 2020
Still need a way to delete timeline events (via API). We had a bug in a custom integration and the timeline of contacts got spammed with events. ...read more
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