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SteveMatlick
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Member since ‎Jul 24, 2019
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Stephen Matlick

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virginiam on November 07, 2017
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 read more
Member
March 23, 2022 05:58
This feature will be very useful. Please put it on your agenda. Thanks in advance
Solved
SteveMatlick on March 17, 2020
Hi, Is there a way to add a target line to charts in HubSpot? For example, if the sales team has a sales target for the month or the team is expected to have a target number of demos each month (which we log as calls) is there a way to set this read more
Key Advisor | Elite Partner
March 17, 2020 06:12
Visualization options vary across reports depending on what's being displayed. Some reports have a "Goal" option in the display options which is what...read more
Solved
SteveMatlick on February 18, 2020
Has there been a recent change to how reports are exporting? Previously the data export would be based on the column order on the Data tab but I tried exporting long-standing custom reports we use for weekly offline reporting and the export is usin read more
1 upvote
3 Replies
Contributor
February 19, 2020 07:48
Thank you @jennysowyrda ! I can confirm that this is working as it was previously.
Solved
SteveMatlick on February 18, 2020
Has there been a recent change to how reports are exporting? Previously the data export would be based on the column order on the Data tab but I tried exporting long-standing custom reports we use for weekly offline reporting and the export is usin read more
1 upvote
3 Replies
Contributor
February 19, 2020 07:48
Thank you @jennysowyrda ! I can confirm that this is working as it was previously.
DBowers3 on June 16, 2017
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
1187 upvotes
376 Replies
Participant
March 31, 2022 08:07
Completely agree with the feedback from CalebWarner. The fine text doesn't help, especially for a new feature.
SteveMatlick on December 19, 2019
Hi, We set up an NPS survey that we want to unpublish for now. Does unpublishing a survey delete all prior results or are those results retained and then just added to if the survey is re-published? Thanks!
HubSpot Employee
December 23, 2019 08:34
Hi @SteveMatlick , Let's dive right in! To start, I can confirm that unpublishing a live Survey will retain all historical submissions/data for ...read more
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