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clairehelling
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Member since ‎Jul 17, 2019
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Claire Koehler

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clairehelling on June 03, 2022
Need Goals/Quota/Sales Analytics to match fiscal year
I want to so badly leverage the Goals/Forecast/Quota/Sales Analytics sections, however it is of absolute no use to me because "This Quarter" or "This Year" does not provide the option in the dropdown to use "This Fiscal Year/Quarter" which is 2/1 - read more
Reply Idea Enterprise
1 upvote
0 Reply
clairehelling on October 13, 2021
Task/Sales Activities import
Hello, I am running into a massive inconvenience when we have sales reps come and go, and need to reassign out their tasks. It is not as easy as selecting all and reassigning, as the tasks from one rep, may go to several different reps based on read more
Reply Idea Tasks
1 upvote
0 Reply
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
clairehelling
Member
October 14, 2020
Same here! Our Fiscal year is 2/1 - 1/31 so the tool isn't very helpful if I can't customize it. 😞
gaylebrimble on March 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav read more
Reply Idea Account Settings
120 upvotes
26 Replies
clairehelling
Member
August 18, 2020
YES! I have to do a monthly audit for our IT of 200 users and double check all their permissions are the same (import/export capability/admin privile...read more
clairehelling on August 13, 2020
Conditional Meeting Types
We have several teams that all book meetings, but not all the same types of meetings. I would like the ability to change the Call & Meeting Types to only show what is applicable to that team. We now have a list of about 20 different meeting ty read more
Reply Idea Meetings
14 upvotes
1 Reply
Sara on May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Reply Idea Meetings
388 upvotes
171 Replies
clairehelling
Member
August 12, 2020
Hello. We have a BDR team that works with our Sales Reps. They often are booking meetings on behalf of the rep, but we cannot find a way for the re...read more
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