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ROFU
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Member since ‎Dec 6, 2019
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  • Replies
    3
  • Upvotes Given
    11
  • Upvotes Received
    54
  • Ideas
    2

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Robert Fuller

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ROFU on October 09, 2020
Hi there, Please can we have a report to show us the billing frequency at deal level instead of product level? If the below is changed to Monthly instead of Annually, then it changes the deal value to lower than what it is worth, so we need them read more
1 upvote
0 Reply
GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
533 upvotes
228 Replies
Participant
September 28, 2020
@JonDFreeman How do you set this up? Can you give me an example?
khughes on April 03, 2017
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more
716 upvotes
218 Replies
Participant
September 23, 2020
@Aleksandersen that's exactly what we do and its far from ideal. We've discussed with our account manager and they confirmed this isn't available i...read more
khughes on April 03, 2017
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more
716 upvotes
218 Replies
Participant
September 23, 2020
@Aleksandersen that's exactly what we do and its far from ideal. We've discussed with our account manager and they confirmed this isn't available i...read more
lleemis on April 09, 2019
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
199 upvotes
66 Replies
Participant
August 19, 2020
Also required here, and can be used towards team KPI's to ensure leads are followed up, thereby hopefully increasing sales
ROFU on July 20, 2020
We need to change the activity owner for emails/calls etc so that we can update our reporting (we've had an email address format change since we started using HS, so now the legacy activities are showing up on reports as separate to new email format read more
41 upvotes
12 Replies
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