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Kevin84
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Member since ‎Aug 8, 2019
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NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
963 upvotes
252 Replies
Kevin84
Member
January 05, 2024
Being able to automate the the Association Label will really make our lives so much better
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
963 upvotes
252 Replies
Kevin84
Member
January 05, 2024
Being able to automate the the Association Label will really make our lives so much better
Kevin84 on May 15, 2023
Journey Reports | Allow for rolling dates
Currently Journey Reports only allow for statis dates and this makes the Dashboards redundant as each journey report needs to be customised to change the dates to the current week / month... It would be much more useful if you could use roling read more
Reply Idea Dashboards & Reports
4 upvotes
2 Replies
Sarah_M on February 09, 2021
Reporting for subscription type and date by contact count
According to Hubspot Support, there's no way to build a report for # of Subscribers (by specific subscription type) by Month by Count of Contacts. I simply want to report on number of new subscribers monthly to our blog subscription.
Reply Idea Dashboards & Reports
102 upvotes
20 Replies
Kevin84
Member
April 12, 2023
So crazy that this is not possible. All the data is in Hubspot so why do you not let us create a report based on this. Understanding the changes to t...read more
DwiP on October 08, 2020
Quote - Custom Discount only for specific month
When users create Quotes, they can set the term of the products. For example a 6 months products with monthly billing frequency. However, users are not able to set a custom discount for specific months. For example, for the first 3 months, user wo read more
Reply Idea Products and Quotes
21 upvotes
11 Replies
Kevin84
Member
October 29, 2021
I also need this, we offer a discount for the first year and I want this to show on the quote and for it to automatically bill rather than using a no...read more
Kevin84 on August 08, 2019
Duplicating a Sales Pipeline
We have courses that run every month and we have a pipeline for each month, we have to create these all manually and they are always the same with only a tweak in the date, I have searched Google and everything says that this feature is required but read more
Reply Idea Deals
99 upvotes
22 Replies
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