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AlMoses
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Member since ‎May 31, 2019
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Alan Moses

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Activity

AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
AlMoses
Member
July 18, 2019
I have this requirement as our clients value different details. Added customisation at this level is always going to be a good thing for all users as...read more
bellawu on April 06, 2017
Delete contact option in workflows
Include an option in workflows to delete a contact. So if they meet the criteria to be entered into the workflow, it would then delete them from our database entirely. This would be helpful for those who come to our site and fill out forms with i read more
Reply Idea Workflows
234 upvotes
72 Replies
AlMoses
Member
July 18, 2019
It would be very useful to include this as an option in workflows. It would save our team a heck of a lot of time.
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
AlMoses
Member
July 11, 2019
This is a fundamental requirement for any CRM given the variation in fiscal years across many of our customers. I believe that it would be to HubSpot...read more
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