Perfil

mktgqueen
Colaborador(a)
Membro desde ‎jul 17, 2017
Enviar mensagem
  • Soluções
    1
  • Respostas
    19
  • Avaliações positivas dadas
    32
  • Avaliações positivas recebidas
    179
  • Ideias
    1

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Julie Murphy

Atividade

mktgqueen on Março 20, 2020
Allow rounding of Amount in Deals
Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). If you could allow users (or admins) to set the auto-roundi Leia mais
Responder Idéia Deals
136 avaliações positivas
47 Respostas
mktgqueen
Colaborador(a)
Abril 17, 2023
Jeannie, this is great! Thanks for the update. When will this be reflected in reporting?
jmacandrews on Fevereiro 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w Leia mais
Responder Discussão
57 avaliações positivas
22 Respostas
mktgqueen
Colaborador(a)
Setembro 10, 2021
In order for sales management to actually use the revenue reporting information to actually track sales persons' progress towards sales goals, this N...Leia mais
CoachAaronCCR on Julho 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
mktgqueen
Colaborador(a)
Março 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...Leia mais
CoachAaronCCR on Julho 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
mktgqueen
Colaborador(a)
Março 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...Leia mais
Kim_GP on Julho 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Leia mais
Responder Idéia Deals
334 avaliações positivas
140 Respostas
mktgqueen
Colaborador(a)
Julho 23, 2020
@hlawrence9 when you import your deals/jobs, you can import a close date, even if the close date is not the day of the import. We've done this a nu...Leia mais
mktgqueen on Julho 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other Leia mais
Responder Discussão Contacts
1 avaliações positivas
3 Respostas
mktgqueen
Colaborador(a)
Julho 17, 2020
This is intriguing. I wasn't aware that you could make WF enrollment a contact &/or company property. The trigger would be the "associated" c...Leia mais
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.