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KateFoy
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Mitglied seit ‎Sep 7, 2022
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Kate Foy

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danmoyle on August 22, 2022
Managing time zones for closed deals
For international organizations across multiple time zones, which can include different days, can we have a way to manage the time zone better? Example: An Australian company has a sales person in India or maybe America, and she closes a deal on 30 Beitrag ansehen
Antworten Idee Deals
4 Likes
1 Antwort
KateFoy
Teilnehmer/-in
Dezember 05, 2022
We have this issue as well - I just ran into a situation where a chunk of deals are in different years depending on where you sit to look at them.
KateFoy on Dezember 05, 2022
Deal Close Date remove or standardize time component
I would love to have the time component of the Deal Close Date be able to be defaulted to a certain time value. Currently the time portion is set by when a change to the field is made. For us, this creates an issue if a US West Coast user is working Beitrag ansehen
Antworten Idee Deals
1 Likes
1 Antwort
Gelöst
KateFoy on November 22, 2022
Allow users to edit Right sidebar again
I would like to turn off/reset the default sidebar on the right on the Company view. Is there a way to do this? I want my users to be able to move the cards around manually again. I have not touched the default option on any of my other objects and Beitrag ansehen
Antworten Diskussion
0 Likes
2 Antworten
KateFoy
Teilnehmer/-in
November 23, 2022
Thanks @kvlschaefer ! I had seen the article, but not until after I had changed the default, unfortunately. I wasn't planning on customizing the sid...Beitrag ansehen
FDevine on Oktober 31, 2022
Include Zeros in Forecast Reports
We recently rolled out the forecasting tool in Hubspot and it's a pretty good v1 but with one glaring issue. Reps who haven't sold anything and aren't forecasting any sales in a month are NOT included in the Weighted Forecast reporting from the Sal Beitrag ansehen
Antworten Idee Sales Reporting
17 Likes
2 Antworten
KateFoy
Teilnehmer/-in
November 22, 2022
Deals with no values are often excluded from all our reports and we have had to put filters on the say "if a deal value is known OR if a deal value i...Beitrag ansehen
Gelöst
KateFoy on November 22, 2022
Allow users to edit Right sidebar again
I would like to turn off/reset the default sidebar on the right on the Company view. Is there a way to do this? I want my users to be able to move the cards around manually again. I have not touched the default option on any of my other objects and Beitrag ansehen
Antworten Diskussion
0 Likes
2 Antworten
KateFoy
Teilnehmer/-in
November 23, 2022
Thanks @kvlschaefer ! I had seen the article, but not until after I had changed the default, unfortunately. I wasn't planning on customizing the sid...Beitrag ansehen
APineiro1 on April 19, 2022
Set Property Value for Specific Deal/Ticket (not all deals/tickets) Using Workflows
Context: When building a company or contact based workflow, you have the ability to use information from your contact/company records to set or copy property values to deals and tickets. HOWEVER, when you do it, you're not able to specify a deal/t Beitrag ansehen
Antworten Idee Deals Properties Tickets Workflows
2 Likes
2 Antworten
KateFoy
Teilnehmer/-in
November 17, 2022
Need the same functionality for deals!
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