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anthonylin
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Mitglied seit ‎Aug 13, 2019
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Anthony Lin

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SamanthaA on Oktober 19, 2020
Ability to report on all products, not just line items (products associated with deals)
Right now when creating a product report, only line items, or products associated with a deal, show up in the report. It would be ideal to be able to report on all products, including those that are not currently associated with a deal.
Antworten Idee Dashboards & Reports Products and Quotes
41 Likes
13 Antworten
anthonylin
Teilnehmer/-in
Mai 12, 2021
I know that we are able to run reports on prodcuts. However, I would like to go one level up to create reports on product lines. I have multiple...Beitrag ansehen
virginiam on November 09, 2017
Better reporting for Products
I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products. However, I would like the opportunity to create custom reports using the products. I wo Beitrag ansehen
Antworten Idee Products & Quotes Sales Reporting
144 Likes
45 Antworten
anthonylin
Teilnehmer/-in
Mai 10, 2021
I can run a report on products, however, I would like to run a report on productline. I have multiple products that fall under 3D and multiple under ...Beitrag ansehen
paytek_haley on Dezember 22, 2020
Limit who can create new object records (companies, deals, contacts, etc)
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. Beitrag ansehen
Antworten Idee Account Settings Contacts & Companies Deals
123 Likes
44 Antworten
anthonylin
Teilnehmer/-in
Januar 05, 2021
I am also interested in this idea, as we want to our sales team to focus on Companies that are assigned to them, and not allow them to create their o...Beitrag ansehen
jules-deskeo on August 20, 2020
Quotes : Remove limitations for eSignature
Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us Beitrag ansehen
Antworten Idee Products and Quotes
33 Likes
12 Antworten
anthonylin
Teilnehmer/-in
November 24, 2020
Oh. I am not the only one! Anyone else feeling like they are getting nickel and dimed here. So you want us to spend $60 a month for an add on of...Beitrag ansehen
jgregory1 on März 22, 2019
Last contacted by a specific user filter
I need a way to view the leads who have been recently contacted by a specific user. If a lead comes into contact with my boss, they are high priority and we don't want them slipping through the cracks. If there was a contact filter or active list pr Beitrag ansehen
Antworten Idee Contacts & Companies
27 Likes
10 Antworten
anthonylin
Teilnehmer/-in
April 27, 2020
Yes, this would also help me in creating a workflow to reassign leads to the last person that contacted a company after a certain period of time not ...Beitrag ansehen
jameswindrow on Februar 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Beitrag ansehen
Antworten Idee Contacts Reporting Workflows
235 Likes
77 Antworten
anthonylin
Teilnehmer/-in
September 09, 2019
Do we have a ETA on when to expect it Megan? Also is there a open request that we can bump to show that customers want it. Just to give a littl...Beitrag ansehen
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