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ROFU
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Mitglied seit ‎Dez 6, 2019
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Robert Fuller

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Aktivität

ROFU on Oktober 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 Beitrag ansehen
1 Likes
0 Antwort
GLR on Dezember 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 Beitrag ansehen
554 Likes
229 Antworten
Teilnehmer/-in
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 Beitrag ansehen
828 Likes
249 Antworten
Teilnehmer/-in
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...Beitrag ansehen
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 Beitrag ansehen
828 Likes
249 Antworten
Teilnehmer/-in
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...Beitrag ansehen
lleemis on April 09, 2019
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
211 Likes
67 Antworten
Teilnehmer/-in
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 Juli 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 Beitrag ansehen
56 Likes
22 Antworten
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