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JakeJones
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Colin_Parker en Noviembre 23, 2016
Add Attribute to "Deal" Reporting - Primary Contact Email - Cross-Object Reporting
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V Leer más
Responder Idea Deals
8 Me gusta
6 Respuestas
JakeJones
Participante
Octubre 01, 2018
Please @meagmccann could you explain what it is that you've amended and how we can access it instead of this generic tripe above please?
andres en Marzo 10, 2017
Internal links in Documents
Hello! It would be amazing that the software recognize the links in a document. In our proposals we have a PDF that we send to our customers, and into the document you can find links like: "Do you want know more? Click here". Pressing here, th Leer más
Responder Idea Sales Documents
95 Me gusta
46 Respuestas
JakeJones
Participante
Septiembre 17, 2018
This is a total no brainer. Any progress? I'm surprised it's not already a feature tbh
Colin_Parker en Noviembre 23, 2016
Add Attribute to "Deal" Reporting - Primary Contact Email - Cross-Object Reporting
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V Leer más
Responder Idea Deals
8 Me gusta
6 Respuestas
JakeJones
Participante
Octubre 01, 2018
Please @meagmccann could you explain what it is that you've amended and how we can access it instead of this generic tripe above please?
rickm en Julio 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi Leer más
Responder Idea Contacts & Companies
402 Me gusta
165 Respuestas
JakeJones
Participante
May 25, 2018
Being able to assign a primary contact on a deal would be a HUGE help
cfleishman en Agosto 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leer más
Responder Idea Deals
1822 Me gusta
559 Respuestas
JakeJones
Participante
Marzo 28, 2018
Yes. This is needed.
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