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03687
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Kevin Dow

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taasted le Juillet 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal Lire la suite
Répondre Idée Workflows
46 Mentions J'aime
11 Réponses
03687
Membre
Décembre 19, 2022
I just ran up against this this morning. Would love to have cross-object workflows for things as simple as dropping a congratulations in Slack for a ...Lire la suite
bbither le Avril 16, 2020
Cross-object reports should count unique items (count unique companies in contact reports)
Cross-object reporting is a very powerful functionality within Hubspot. I have however been running across a limitation frequently. It's best described in an example. In this example, we'll look at Contacts and Companies where we view all contac Lire la suite
Répondre Idée Contacts & Companies
27 Mentions J'aime
17 Réponses
03687
Membre
Septembre 23, 2022
Same issue here. There doesn't seem to be a way to change the behavior between Left Join and Right Join, to put it in SQL terms. I understand there a...Lire la suite
Shaunyim le Janvier 27, 2022
Including Closed won / lost stages within Historic Deal Snapshot Reports
Currently from the Historic Deal Snapshot Reports, the closed won / lost stages are currently omitted without the possibility of us adding it in. We would want to include those stages into the report.
Répondre Idée Reports
27 Mentions J'aime
7 Réponses
03687
Membre
Septembre 01, 2022
We need this as well. I realize it's not part of a traditional pipeline, but not having the ability to add this as a hybrid option to a traditional r...Lire la suite
warpandweft le Janvier 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p Lire la suite
Répondre Idée Deals
89 Mentions J'aime
46 Réponses
03687
Membre
Août 02, 2022
Adding my vote to this. I just created an elaborate list of mandatory qualifying questions that my BD's found an elegant way to bypass on Day 1 after...Lire la suite
DinDjarin le Février 24, 2021
monthly goal per sales person
The monthly goals feature on the goals charts is helpful. It's a fixed number specificied in when building a report chart. I've taken an average number for the year and working from a cumulative view so it is a straight line. However I noticed becau Lire la suite
Répondre Idée Analytics Tools Dashboards & Reports
4 Mentions J'aime
2 Réponses
03687
Membre
Mars 08, 2022
Similar issue - I'm not necessarily needing an average or an average split per salesperson - I'm needing an actual monthly goal per salesperson - jus...Lire la suite
PerH le Avril 30, 2021
Exclude own company from reports, meetings, etc
Please allow for an easy master setting to exclude your own company from analytics, meetings log, etc. Internal meetings show up in meetings reports, and there isn't an obvious solution or easy way to prevent this if colleagues also are contacts in Lire la suite
Répondre Idée Analytics Tools Domains & URLs Meetings
11 Mentions J'aime
1 Réponse
03687
Membre
Mars 08, 2022
Agree 100%. This is sorely needed. I understand there is a partial solution on the marketing side to exclude IP addresses and domains from analytics...Lire la suite
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