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JGolden
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spatrizi en May 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 Leer más
Responder Idea Contacts & Companies
82 Me gusta
50 Respuestas
JGolden
Participante
Septiembre 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...Leer más
izamaripa en Julio 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! Leer más
Responder Idea Dashboards & Reports
55 Me gusta
19 Respuestas
JGolden
Participante
Julio 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...Leer más
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OliviaB en Noviembre 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 Leer más
Responder Conversación CRM
58 Me gusta
82 Respuestas
JGolden
Participante
May 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...Leer más
SCreurer en Abril 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 Leer más
Responder Idea Sales Reporting
37 Me gusta
18 Respuestas
JGolden
Participante
Enero 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 en Abril 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 Leer más
Responder Idea Deals
20 Me gusta
5 Respuestas
JGolden
Participante
Diciembre 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...Leer más
yayo200686 en Enero 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 Leer más
Responder Idea Forms
96 Me gusta
24 Respuestas
JGolden
Participante
Diciembre 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 ...Leer más
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