Rachel_KL

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Replies
3
Upvotes Given
23
Upvotes Received
77
Ideas
3

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Rachel Galeski

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Activity

TauriqS on March 11, 2020

Edit Columns in Summarized Reports

Hi, When clicking (drilling down) into a summarized report of any type (column, bar, summary, summarized data table, pie, etc.). The columns shown cannot be edited. It appears to be a default set of columns that cannot be changed in any way. read more

Reply Idea Sales Reporting

15 upvotes

7 Replies

Rachel_KL

Participant

February 02, 2023

I ran into this issue this week and opened a ticket with Support. How in the world is this functionality lacking in the single object reporting? Why ...read more

BrandonA on February 04, 2021

View Future Sequence Tasks

I would like to be able to view the tasks from a sequence before they are "created." From the contact record, I can see the steps of any particular sequence for any particular prospect and their associated dates. However, those tasks aren't actually read more

Reply Idea Sequences Tasks

48 upvotes

15 Replies

Rachel_KL

Participant

September 20, 2022

How does this not exist?!?! I agree with @CFagan1 , the simplest solution is checking a box to create the task immediately with an additional field ...read more

BSheck on March 18, 2021

Add ability to set a contact to a Marketing Contact from directly within their contact record

This would just be convenient to be able to change Marketing Contact Status directly within a specific contact record.

Reply Idea Contacts & Companies Marketing Emails

44 upvotes

19 Replies

Rachel_KL

Participant

August 02, 2022

How in the world is this still missing 17 months later? It should have been there on day 1. It is a major pain to move from the contact record to sea...read more

Rachel_KL on March 02, 2022

Create HubSpot Tasks From Inside Outlook

I need the ability to create a HubSpot task from within Outlook. When sending an email via Outlook, I want to have that "create a task to follow up" check box in the HubSpot Sales add-in. This check box option is available when creating an email ins read more

Reply Idea Sales Email Extensions & Add-Ins Tasks

4 upvotes

0 Reply

caroline_at_hv on May 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more

Reply Idea Contacts & Companies Marketing Reporting

353 upvotes

101 Replies

Rachel_KL

Participant

February 22, 2022

It is incredibly frustrating and disappointing to find an idea from 2017 still sitting here with no movement. Why isn't reporting based on historical...read more

chance_estes on July 06, 2020

Hubspot Score Reporting - View Increases, Decreases, and Movement

Hi there, The Hubspot Score, while useful in determining the overall activity levels of leads, is extremely limited in its reporting capacity. I would like the ability to report on increases, decreases, and general movement in Hubspot Score both read more

Reply Idea Analytics Tools Marketing Reporting

60 upvotes

18 Replies

Rachel_KL

Participant

January 14, 2022

Upvoting an 18 month old idea... Come on HubSpot! What good is a data point if I can't report against or do anything useful with it? We need some his...read more

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