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GailB
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Member since ‎Apr 16, 2018
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  • Upvotes Given
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Activity

Solved
Pauldeming on November 13, 2020
Overdue Tasks
Is ther a way to run a report for overdue tasks for a sales team?
Reply Discussion Professional
8 upvotes
12 Replies
GailB
Participant
October 27, 2021
Thanks @karstenkoehler , have just spent over 30 minutes with HubSpot telling me yet again this isn't possible
Solved
rocket73h on May 31, 2020
Is there a way to add an "Other" option to a multiple checkboxes property?
I've seen this in many other applications. I have a form that includes a multiple checkboxes field. I want to add one at the end of the list called "Other" that has a text field for the user to fill in if none of the checkbox options is suitable. Is read more
Reply Discussion
3 upvotes
3 Replies
GailB
Participant
October 21, 2021
Hi Thanks for this idea, I am using a property field in Companies for the sales team to record information. I now have enough examples so I am goin...read more
KarthikC on April 03, 2020
Sales Email Reporting
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are read more
Reply Idea Sales Reporting
191 upvotes
47 Replies
GailB
Participant
February 16, 2021
All of our Sales Team require this function. When a prospect opens an email they need to be able to see this as soon as possible, but if they are no...read more
palmerij2 on February 21, 2020
Progressive Form Fields, But For Required Deal Stage Properties Updates
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: read more
Reply Idea Deals
61 upvotes
19 Replies
GailB
Participant
April 07, 2020
This could potentially save hours of work backfilling information, love it love it love it
SHN on August 16, 2017
Filtering Customer Contact Activities by HubSpot Owner
As a sales manager, it is critical to be able to filter out and measure only those activities that are done by a salesperson (HubSpot Owner). Presently, this can only be done by inspecting each individual contact and selecting the Filter Timel read more
Reply Idea Contacts & Companies Lists Productivity Tools Sales Reporting
26 upvotes
11 Replies
GailB
Participant
June 01, 2018
This is a must for us too, HubSpot have assisted with a report and I am due to have a call with them this afternoon to discuss further, but it is a p...read more
KathaHub on February 19, 2018
Option to turn off HubSpot Insights on company records
We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the optio read more
Reply Idea Contacts & Companies
59 upvotes
28 Replies
GailB
Participant
June 01, 2018
Working in the UK market, whilst appreciate HubSpot is a US company, it is driving us crazy that as soon as we enter the domain name for a company it...read more
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