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MattPutt
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Member since ‎Mar 13, 2018
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Matt Puttick

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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
MattPutt
Contributor
February 22, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...read more
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
MattPutt
Contributor
February 22, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...read more
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
MattPutt
Contributor
February 22, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...read more
MattPutt on November 13, 2020
Add comments to Feedback activity log
Simple one. You can't currently add a comment to a feedback post on a contact activity feed. Can we get this added, please? Marketing manages the surveys when a comment is made that is of interest to sales, it would be easiest to tag a sales rep read more
Reply Idea Feedback Surveys
1 upvote
0 Reply
Solved
MattPutt on September 25, 2020
Provide a company history for contact records
Our contacts can often have long-lasting relationships, that means we frequently take our business with a contact when they change companies. It would be good to see a record (almost like a CV/LinkedIn listing) of previously associated companies read more
Reply Discussion Companies Contacts
0 upvote
3 Replies
MattPutt on August 26, 2020
Add Playbook title to logged activities
Hey, we are building a lot of feedback/review playbooks and logging them as notes on our dealboards. For example, if we win or lose a pitch, the team debriefs answering q's in a playbook, this is then saved to the dealboard as a note and anyone can read more
Reply Idea Playbooks
5 upvotes
3 Replies
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