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jbogaert en Septiembre 10, 2021
[SEP 22] Operations Hub: Show & Tell
Operations Hub: Show & Tell September 22, 2021 | 11 AM (EST) Watch On-Demand Earlier this year, HubSpot launched its newest product line, Operations Hub. It introduced new tools like data sync that connects your apps and syncs yo Leer más
Responder Conversación Webinar
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8 Respuestas
bunse
Participante
Septiembre 20, 2021
Will there be a recording of the event?
charingkam en Noviembre 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Leer más
Responder Idea Dashboards & Reports
351 Me gusta
111 Respuestas
bunse
Participante
Agosto 27, 2021
This is a pain for us now and will become a much bigger pain going forward. Any updates on when this could be implemented?
Sara en May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Leer más
Responder Idea Meetings
388 Me gusta
171 Respuestas
bunse
Participante
Febrero 19, 2021
Definitely need this in place. Found out the other week that much of our data for 1st meetings booked and attended are not correct thanks to this. ...Leer más
bunse en Agosto 21, 2020
Get several deal owner into the same conversion report
I'd like it to be possible to create a Conversion report filtering from one stage into another and also list the Deal owner in the same graph. E.g. below All created deals --> Closed Won Sales Pipeline & All created Deals & De Leer más
Responder Idea Dashboards & Reports
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1 Respuestas
roop en Agosto 28, 2018
Workflows centered on date property
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
Responder Idea Workflows
75 Me gusta
23 Respuestas
bunse
Participante
Agosto 19, 2020
@SarahBeck would you be able to describe your workaround, please? 🙂
aadame en Noviembre 21, 2017
filter contacts by sequence enrollment
filters/sequences Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own? I would like to know where my contact are in a particular sequence or be able to so Leer más
Responder Idea Contacts & Companies Sequences
192 Me gusta
54 Respuestas
bunse
Participante
Junio 01, 2020
Yes! I'm looking for a way to create a Workflow based on Sequence Status . E.g. when a contact has status "Sequence ended, no respons...Leer más
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