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SteveMatlick
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Member since ‎Jul 24, 2019
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  • Upvotes Given
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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
Contributor
July 13, 2020
Can you please add us to the beta. Thanks!
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
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
2 upvotes
7 Replies
Contributor
February 19, 2020
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
2 upvotes
7 Replies
Contributor
February 19, 2020
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.
1237 upvotes
379 Replies
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
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
38 upvotes
14 Replies
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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