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SteveMatlick
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Member since ‎Jul 24, 2019
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Activity

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
511 upvotes
176 Replies
comoglu1
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
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
ConnorSlivensky
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
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
1 upvote
3 Replies
SteveMatlick
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
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
1 upvote
3 Replies
SteveMatlick
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
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
1187 upvotes
376 Replies
DKitson
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
Does unpublishing a survey delete all results?
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!
Reply Discussion Survey Setup
0 upvote
1 Reply
KCampbell
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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