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JGolden
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Mitglied seit ‎Aug 5, 2021
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James Golden

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spatrizi on Mai 26, 2020
Inline editing in list view
It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it. The preview pane is helpful, but I often have property Beitrag ansehen
Antworten Idee Contacts & Companies
82 Likes
50 Antworten
JGolden
Teilnehmer/-in
September 06, 2022
Cannot undestate the value of this one enough. Major flaw that has me working through other tools when organizing/processing my work. So much lost ti...Beitrag ansehen
izamaripa on Juli 24, 2020
Restoring Deleted Reports
Hello, I was wondering if we could have a feature to restore a "deleted report". I know this feature exists for deleted contacts, companies, and deals so I think this would be beneficial so I don't have to limit report permissions. Thanks! Beitrag ansehen
Antworten Idee Dashboards & Reports
55 Likes
19 Antworten
JGolden
Teilnehmer/-in
Juli 13, 2022
Walked into this scenario just this morning. We have a portfolio level call many times a week that spans our entire organization; this morning ju...Beitrag ansehen
Gelöst
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
Antworten Diskussion CRM
58 Likes
82 Antworten
JGolden
Teilnehmer/-in
Mai 11, 2022
I am still blown away by the lack of a basic, referenceable global property with Today's date. I've sank hours over days testing & troubleshootin...Beitrag ansehen
SCreurer on April 23, 2021
Forecasting & goal setting from multiple pipelines
In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can ha Beitrag ansehen
Antworten Idee Sales Reporting
48 Likes
23 Antworten
JGolden
Teilnehmer/-in
Januar 13, 2022
Exact same as atl_stangs - we take in revenue from multiple pipelines but don't split the goals. This needs an "Any/All pipelines" option.
mfoldager on April 07, 2020
Allow for certain stages to require company properties to be filled
When a company is moved to a certain deal stage, we want to require our users to fill out certain properties on a contact/company level. The only way we can do so now is to create a copy of the property on a deal level and then passing the data Beitrag ansehen
Antworten Idee Deals
22 Likes
5 Antworten
JGolden
Teilnehmer/-in
Dezember 16, 2021
This is an enormous add. In early stages, we need Buyer Roles identified before we move into Proposal Writing. We lose a lot of internal time wit...Beitrag ansehen
yayo200686 on Januar 16, 2018
Custom date range control for date picker property on form
Currently, date picker field can pick any date (on the date of visitor visit to website, past date, and future date). It would be great if we can have an option to limit or customize the date range. My use case is when I create a landing page Beitrag ansehen
Antworten Idee Forms
102 Likes
24 Antworten
JGolden
Teilnehmer/-in
Dezember 10, 2021
Seeing this has been asked about several times for a few years now over a few threads... setting simple in-system date restrictions (cannot select a ...Beitrag ansehen
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