プロフィール

MattPutt
投稿者
コミュニティー参加日: ‎3 13, 2018
  • ベストアンサー数
    0
  • 件の返信
    10
  • いいね!した数
    22
  • いいね!獲得数
    37
  • ご意見・ご提案
    4

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Matt Puttick

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

Siddall 6月 22日, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no 続きを読む
282 いいね!
170 コメント
投稿者
2月 22日, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...続きを読む
Siddall 6月 22日, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no 続きを読む
282 いいね!
170 コメント
投稿者
2月 22日, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...続きを読む
Siddall 6月 22日, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no 続きを読む
282 いいね!
170 コメント
投稿者
2月 22日, 2021
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...続きを読む
MattPutt 11月 13日, 2020
Simple one. You can't currently add a comment to a feedback post on a contact activity feed. Can we get this added, please? Marketing manages the surveys when a comment is made that is of interest to sales, it would be easiest to tag a sales rep 続きを読む
1 いいね!
0 コメント
解決済み
MattPutt 9月 25日, 2020
Our contacts can often have long-lasting relationships, that means we frequently take our business with a contact when they change companies. It would be good to see a record (almost like a CV/LinkedIn listing) of previously associated companies 続きを読む
0 いいね!
3 コメント
MattPutt 8月 26日, 2020
Hey, we are building a lot of feedback/review playbooks and logging them as notes on our dealboards. For example, if we win or lose a pitch, the team debriefs answering q's in a playbook, this is then saved to the dealboard as a note and anyone can 続きを読む
5 いいね!
3 コメント
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