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Siddall
Stratege/Strategin
Mitglied seit ‎Mär 29, 2017
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  • Antworten
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christourre on Dezember 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. Beitrag ansehen
Antworten Idee Deals
177 Likes
86 Antworten
Siddall
Stratege/Strategin
Dezember 19, 2019
Coming up on our 2 Year Anniversary for this Idea! Still having to delete that no-value-add text with every new Deal...
christourre on Dezember 29, 2017
Remove the automatic "New Deal" from deals
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. Beitrag ansehen
Antworten Idee Deals
177 Likes
86 Antworten
Siddall
Stratege/Strategin
Dezember 19, 2019
Coming up on our 2 Year Anniversary for this Idea! Still having to delete that no-value-add text with every new Deal...
Siddall on Juni 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 Beitrag ansehen
Antworten Idee Lists Sales Reporting
282 Likes
170 Antworten
Siddall
Stratege/Strategin
Juni 24, 2019
My "Year #2 Check-In" on this one. Bueller?
Siddall on März 29, 2017
Auto-populate Contact Country based on IP details
There needs to be an option for the "Contact.Country_IP" to update the "Contact.Country" field. Unfortunately, it can't be done with a Workflow, because you can't update a List Field / Dropdown (Contact.Country) from a Text Field (Contact. Beitrag ansehen
Antworten Idee Contacts & Companies
88 Likes
18 Antworten
Siddall
Stratege/Strategin
Juni 24, 2019
My "Year 2 Check-In" on this one. Bueller?
mrizzo on Juli 24, 2018
Change Influenced Revenue in Campaign Analytics
According to the support team, the Influenced Revenue in Campaign Analtyics is " an imperfect metric at the moment because we include all deals associated with these contacts." This means that " any deal that is associated with any in Beitrag ansehen
Antworten Idee Campaigns Marketing Reporting
55 Likes
22 Antworten
Siddall
Stratege/Strategin
Mai 08, 2019
Here is another simple scenario where this "Influenced Revenue" is very inaccurate. [We sell IT software, fyi.] Campaign launched: 2017 New Y...Beitrag ansehen
Babel_Gem on Juni 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n Beitrag ansehen
Antworten Idee Contacts & Companies Sales Email Extensions & Add-Ins
205 Likes
91 Antworten
Siddall
Stratege/Strategin
Mai 07, 2019
Still a GDPR violation.
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