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ColinGeddes
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Member since ‎Jul 29, 2020
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OliverJD on July 10, 2020
Remove Property from Recycle Bin
I've been setting up a new instance of HubSpot, and have been replicating properties from another of our instances without taking note of the properties internal values. I understand that internal values cannot be changed on creation, but these read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
19 upvotes
9 Replies
ColinGeddes
Member
August 02, 2021
+1
ColinGeddes on May 26, 2021
Set Marketing campaigns to different currencies
We run campaigns in different regions, by separate teams, generating deals in different currencies. At present, the marketing campaign functionality will only show Attributed Revenue and other metrics in the default company currency. Please read more
Reply Idea Campaign
0 upvote
0 Reply
ColinGeddes on February 08, 2021
Auto include child teams when selecting permissions
A recent update greatly enhanced the ability to easily see and teams and add them to user permissions. https://www.hubspot.com/product-updates/setting-team-permissions As an permissions administrator, I'd like to be able to select a parent te read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
tg52 on May 19, 2020
Add 'Associated company' as dashboard level filter
Would be great to add more options to the dashboard level filters. In particular, 'Associated Company' would be super useful. Currently we have to go into each individual report to change the filters.
Reply Idea Sales Reporting
6 upvotes
1 Reply
ColinGeddes
Member
February 08, 2021
Ideally this will allow us to filter on any field. We would like to have a few common reports and dashboards, but use a number of standard and cus...read more
natalia_loewen on June 22, 2020
Possibility to filter tasks by team
It would be great if you could filter tasks by team. Filters by "All" and "User" work well, a small addition at this point would help a lot.
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Tasks
25 upvotes
3 Replies
ColinGeddes
Member
November 12, 2020
The new Tasks Beta is great in providing a view of tasks for an assigned user (filtering by 'Tasks assigned to'), however it would be great to filter...read more
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