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atramer
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Mitglied seit ‎Mai 31, 2017
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atramer on Oktober 24, 2017
Products report on Dash
I have filled out our products library but there is no report I can pull into the dashboard based on this information. will this be added soon? thanks.
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16 Likes
6 Antworten
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cespelien on September 11, 2017
Dashboard - Contacts Worked
A quick question - we use the Sales Performance portion of the dashboard to measure activity for the sales team. The Contacts Work metric is a key one for us - but it only seems to measure the different contact worked - not the number of times a sal Beitrag ansehen
Antworten Diskussion Contacts Worked Dashboard
0 Likes
3 Antworten
atramer
Mitwirkender/Mitwirkende
September 26, 2017
Hi, I am also interested in the contacts worked information. And I am glad that it doen't not duplicate based on mutilple contacts to the same ...Beitrag ansehen
Kimberly on Februar 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect Beitrag ansehen
Antworten Idee Deals
47 Likes
24 Antworten
atramer
Mitwirkender/Mitwirkende
August 17, 2017
Being able to include Deal information in automated emails would be great. I want to be able to include data to our product team when a deal reaches...Beitrag ansehen
Jeffress on April 10, 2017
Deal "Last Activity" show actual last activity
The "last activity date" of a deal should be updated to include any person or company that is associated with the deal. If your business, like ours, is focused on deals that could have a single company and multiple stakeholders, I need a view that s Beitrag ansehen
Antworten Idee Deals
36 Likes
8 Antworten
atramer
Mitwirkender/Mitwirkende
Juli 19, 2017
It would be great when I click into see history for "Last Modified Date" from the Deal Page, it would show what actual field was modified, and not ju...Beitrag ansehen
atramer on Juli 06, 2017
Trouble getting hubspot to work.
When I click on the icon from the quickbar on the bottome right. i get a pop up error. Below. I am also haveing trouble getting it to work in outlook. The add-in check box doesn't stay checked for some reason.
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1 Antwort
virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
539 Likes
181 Antworten
atramer
Mitwirkender/Mitwirkende
Juni 07, 2017
I think this is a crucial feature that should be added. Being able to track a deals time spent in a stage would help us set up expectations on how l...Beitrag ansehen
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