KNickolay

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Kara Nickolay

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Activity

KNickolay on April 09, 2024

"Weighted Forecast Category" Sales Report

Our team is utilizing the "Forecast Amount Legacy" where we set the forecast category and probability within a workflow. We see that the two main weighted reports you can pull in "Sales Analytics" would be "Weighted Forecast Category" and "Weighted read more

Reply Idea Sales Reporting

0 upvote

0 Reply

zbrajnovic on September 18, 2019

Replace email verification for eSignature with unique URL

Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more

Reply Idea Products & Quotes

104 upvotes

36 Replies

KNickolay

Participant

November 16, 2023

I agree with everything above and hope that this idea gets implemented. I think that the original ask of having the verification turned off is so nee...read more

egp19 on May 29, 2020

Calculated properties for Products

Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates read more

Reply Idea Products and Quotes

255 upvotes

67 Replies

KNickolay

Participant

July 27, 2023

Has there been an update on this roadmap? This is such a need for our company!

danslb on December 13, 2019

Allow file upload during ticket creation

When creating the support ticket, the Upload File property does not allow uploading a file from PC. I would like to request that this feature be added.

Reply Idea

57 upvotes

14 Replies

KNickolay

Participant

July 27, 2023

We would love to see this ability! We have had to do custom forms rather than use the native HubSpot ticket creation to alleviate this requirement --...read more

margo_northcutt on March 08, 2018

Filter Deals by associated Products

Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more

Reply Idea Deals

241 upvotes

72 Replies

KNickolay

Participant

July 20, 2023

This would be a huge win for our company -- we have had to do so many workarounds with workflows and copying data back and forth to make this semi-fu...read more

caroline_at_hv on May 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more

Reply Idea Contacts & Companies Marketing Reporting

406 upvotes

108 Replies

KNickolay

Participant

July 20, 2023

We would love to see this! This reporting limitation is why our business completely re-did how leads come into our system because you cannot report o...read more

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