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ROFU
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Member since ‎Dec 6, 2019
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  • Upvotes Given
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  • Upvotes Received
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Robert Fuller

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ROFU on October 09, 2020
Report on billing frequency for deal
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
Reply Idea Sales Reporting
1 upvote
0 Reply
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
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
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
ROFU
Participant
September 28, 2020
@JonDFreeman How do you set this up? Can you give me an example?
khughes on April 03, 2017
Add CC and BCC capabilities to emails from HubSpot
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
Reply Idea Marketing Emails
827 upvotes
249 Replies
ROFU
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
Add CC and BCC capabilities to emails from HubSpot
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
Reply Idea Marketing Emails
827 upvotes
249 Replies
ROFU
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
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
211 upvotes
67 Replies
ROFU
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
Change activity assigned to property
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
Reply Idea Activity Feed
56 upvotes
22 Replies
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