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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
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 read more
Reply Idea Contacts & Companies Sales Reporting
526 upvotes
178 Replies
SteveMatlick
Contributor
July 13, 2020
Can you please add us to the beta. Thanks!
Solved
SteveMatlick on March 17, 2020
Ability to add target line to charts
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
Reply Discussion Sales Content Analytics
1 upvote
1 Reply
Solved
SteveMatlick on February 18, 2020
Change to report exporting?
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
Reply Discussion
2 upvotes
4 Replies
SteveMatlick
Contributor
February 19, 2020
Thank you @jennysowyrda ! I can confirm that this is working as it was previously.
Solved
SteveMatlick on February 18, 2020
Change to report exporting?
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
Reply Discussion
2 upvotes
4 Replies
SteveMatlick
Contributor
February 19, 2020
Thank you @jennysowyrda ! I can confirm that this is working as it was previously.
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1219 upvotes
377 Replies
SteveMatlick
Contributor
January 21, 2020
Is there a bug currently with this feature? We are seeing, when a contact is actually associated to a company it is also appearing in the Related Co...read more
romi on April 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
Reply Idea Products & Quotes
36 upvotes
14 Replies
SteveMatlick
Contributor
December 12, 2019
This is an excellent idea and a need for the Quotes tool. Use Case: The Sales rep sends the quote but the Sales Manager is the countersigner...read more
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