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JakeJones
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Membre depuis ‎mars 28, 2018
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Jake Jones

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Activité

Colin_Parker le Novembre 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 Lire la suite
Répondre Idée Deals
8 Mentions J'aime
6 Réponses
JakeJones
Participant
Octobre 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 le Mars 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 Lire la suite
Répondre Idée Sales Documents
95 Mentions J'aime
46 Réponses
JakeJones
Participant
Septembre 17, 2018
This is a total no brainer. Any progress? I'm surprised it's not already a feature tbh
Colin_Parker le Novembre 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 Lire la suite
Répondre Idée Deals
8 Mentions J'aime
6 Réponses
JakeJones
Participant
Octobre 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 le Juillet 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 Lire la suite
Répondre Idée Contacts & Companies
402 Mentions J'aime
165 Réponses
JakeJones
Participant
Mai 25, 2018
Being able to assign a primary contact on a deal would be a HUGE help
cfleishman le Août 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 Lire la suite
Répondre Idée Deals
1821 Mentions J'aime
559 Réponses
JakeJones
Participant
Mars 28, 2018
Yes. This is needed.
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