Profile

SarahBeck
Participant
Member since ‎Jan 9, 2020
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    16
  • Upvotes Received
    90
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sarah Beckett

This user hasn't created a bio yet. Edit your own profile here!

Activity

SarahBeck on July 09, 2024
Associate multiple contacts to lead objects
We would like to associate more than one contact to Lead record. Associating more than one contact is a blocker to us using that functionality.
Reply Idea Contacts & Companies
1 upvote
0 Reply
YiRui_Chua on February 25, 2021
Flexibility to change line item currency in reports
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to read more
Reply Idea Dashboards & Reports
53 upvotes
29 Replies
SarahBeck
Participant
April 13, 2023
Agreed - this is a critical piece of functionality to make product and line items usable for companies selling globally. Seems like a pretty big ove...read more
Thomas_Vanguard on August 17, 2021
Customise Line Item/Product card in Deals
Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be read more
Reply Idea Products and Quotes
37 upvotes
7 Replies
SarahBeck
Participant
March 10, 2023
yes! I would like to be able to show ARR vs MRR
SarahBeck on February 08, 2022
Change currency display on reports built using custom report builder, like you can on single object
The option to change the display currency on reports built using the Custom Dashboard Builder does not exist (confirmed by support) like it does when you build a Single Object report. This is definitely an oversight in the new build and hampers read more
Reply Idea Sales Reporting
20 upvotes
5 Replies
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
671 upvotes
184 Replies
SarahBeck
Participant
March 04, 2021
If I could upvote this 100 times I would! Any updates on when this is coming would be great!
RafiPN on August 24, 2017
Delete form submissions
Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.
Reply Idea Forms
1181 upvotes
410 Replies
SarahBeck
Participant
January 30, 2021
This would help tremendously when looking at campaign performance, especially early on. It's very easy to forgot to manually ignore those test submis...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.