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OfferZenBrett
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Mitglied seit ‎Sep 5, 2019
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annemarien on Oktober 23, 2020
List Memberships section needed on Company records
On the right-hand side of Contact records is a List Memberships section where you can see current lists, add and remove the contact from static lists. This functionality is needed on Company records now that you have introduced Static lists ther Beitrag ansehen
Antworten Idee Lists
16 Likes
6 Antworten
OfferZenBrett
Teilnehmer/-in
Februar 19, 2024
We'd love to be able to do this now. We have an outsourced SDR team working on a named account list. We've set up a company list in HS. I'd like ...Beitrag ansehen
rossfruin on April 21, 2017
Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.
The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it doe Beitrag ansehen
Antworten Idee Sales Reporting
68 Likes
23 Antworten
OfferZenBrett
Teilnehmer/-in
Januar 04, 2024
Thanks @dmastin I'm sure this addresses the issue. From what I can see in the reporting is that if I make the deal stage "required" then all it d...Beitrag ansehen
rossfruin on April 21, 2017
Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.
The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it doe Beitrag ansehen
Antworten Idee Sales Reporting
68 Likes
23 Antworten
OfferZenBrett
Teilnehmer/-in
Januar 04, 2024
Thanks @dmastin I'm sure this addresses the issue. From what I can see in the reporting is that if I make the deal stage "required" then all it d...Beitrag ansehen
JaBooch on Februar 09, 2021
Sales Funnel Report with Implied Conversions for Skipped Stages
I'm a VP of Sales looking to improve my org's sales processes, expedite deals through the sales funnel, gain overall visibility into deal velocity and funnel health. As I understand it, Hubspots funnel report is broken by design. By this I me Beitrag ansehen
Antworten Idee Dashboards & Reports Deals
15 Likes
2 Antworten
OfferZenBrett
Teilnehmer/-in
Januar 03, 2024
100% This has been a challenge for us since we first started using HubSpot. Came here today to post this and saw a few other ideas for the same t...Beitrag ansehen
MSzymanska on Oktober 14, 2022
Prevent skipping stages in deals
There should be an option to check that sales cant skip stages in deals. This is a big issue for smaller businesses.
Antworten Idee Deals
2 Likes
2 Antworten
OfferZenBrett
Teilnehmer/-in
Januar 03, 2024
100% - skipping stages in the deal pipeline means we can't accurately report on our sales funnel. Despite telling our AE's to not skip stages, they...Beitrag ansehen
fannykuhn on Oktober 06, 2020
List Membership section in Company View
Hello! As a user, I woudl like to be able to quickly add a company to a static list, while I am in that company view. As for now it is only possible to add companies to a list in this vew; https://app.hubspot.com/contacts/4431271/companies/list/vie Beitrag ansehen
Antworten Idee Contacts & Companies
62 Likes
36 Antworten
OfferZenBrett
Teilnehmer/-in
Juni 23, 2023
Yes please. Just ran into this issue now. Seems like an obvious feature for HubSpot to implement
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