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MPenfold
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Miembro desde ‎sep 20, 2022
  • Soluciones
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    7
  • Me gusta otorgados
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Michael Penfold

I support our sales and marketing teams to get the most out of HubSpot. I'm particularly interested in making use of the workflows to improve efficiency and the reports to improve our understanding of our strengths and weaknesses.

Actividad

RSM en May 20, 2020
The ability to sort any table view by one column and then by another. Three levels of sorting would probably be sufficient for almost any use-case. Example: 1st level - sort by column for Deal Stage 2nd level - then sort by column for Deal Amo Leer más
104 Me gusta
39 Respuestas
Colaborador
Febrero 01, 2024
I'm having to export reports to a spreadsheet just to achieve a simple two-column sort. Seems a ridiculous shortcoming for a reports tool.
Resuelta
MPenfold en Diciembre 21, 2023
I want to trigger a Company workflow when the "Number of Associated Contacts" increases but not when it decreases. I want to have our team call a company when multiple new employees join their team and become users of our software within any one m Leer más
Colaborador
Diciembre 22, 2023
Thanks for the swift response @karstenkoehler ! I came up with a similar solution after I posed the question, but it only gets me part of the way as...Leer más
Resuelta
MPenfold en Diciembre 21, 2023
I want to trigger a Company workflow when the "Number of Associated Contacts" increases but not when it decreases. I want to have our team call a company when multiple new employees join their team and become users of our software within any one m Leer más
Colaborador
Diciembre 22, 2023
Thanks for the swift response @karstenkoehler ! I came up with a similar solution after I posed the question, but it only gets me part of the way as...Leer más
Resuelta
SComeau en Septiembre 27, 2022
We recently changed the name of a product EX: XYZ to ZYX. Is there a way to mass update the line items in all Deals to reflect this change? I changed the name inside products but the line items did not update so they contain the old name which is s Leer más
0 Me gusta
3 Respuestas
Colaborador
Diciembre 05, 2023
For anyone else that gets a little stuck with this, as I did, you need to make sure that you do a multiple object import and then the options include...Leer más
katie_cort en Abril 08, 2021
It would be great if we had a filter for lists or a workflow enrollment trigger that allowed contacts to enroll if they had a property that is equal to another property. For example if email = alternative email, it would be helpful for tagging/locat Leer más
74 Me gusta
15 Respuestas
Colaborador
Octubre 26, 2023
The scenario I have for requiring this is to be able to create a filter on a report so I can see any objects that aren't aligned with associated obje...Leer más
Resuelta
fierceweek en Julio 11, 2023
I'm looking for a way to build a report that can filter forms by last submission date. I was seeing comments that there is a "Forms" page under Analytics Tools but I'm not seeing it - Has it been moved under something else? Is there a way to accompl Leer más
1 Me gusta
6 Respuestas
Colaborador
Octubre 20, 2023
In case anyone comes across this post and is looking to do something similar to me, thought I'd share a solution I happened upon today. In the HubS...Leer más
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