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Lisette1
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Member since ‎Feb 6, 2020
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  • Upvotes Given
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Lisette Klaver

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salesperson on April 13, 2023
Deal discount field
Is there a default field in HS for discounts? The information we get from running quotes directly through HS is Amount, Amount in co currency, annual CV, annual/mo recurring revenue, and TCV. We would like to track a gross amount, as well as the dis read more
Reply Discussion Deals Professional
1 upvote
5 Replies
Lisette1
Contributor
June 05, 2024
@himanshurauthan this deal discount property does not seem to exist? Can you elaborate on this once again? We also struggle with having a good view...read more
ErinHertz on October 16, 2020
Ability to control meeting outcomes via workflow
Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more
Reply Idea Meetings
220 upvotes
53 Replies
Lisette1
Contributor
May 15, 2024
Upvote this!
Solved
Lisette1 on February 09, 2024
Create conversion rate (calculated) property
Hi there, I want to create a calculated property for conversion rates. I know there are some default reports on conversion rates but these are not meeting our needs. Example - Last month, we generated 100 MQLs - Last month, we generated 25 S read more
Reply Discussion Enterprise
1 upvote
6 Replies
Lisette1
Contributor
February 13, 2024
Hey @karstenkoehler I will have a look, maybe I haven't seen the update on the funnel reports! Fingers crossed, will let you know if this works. Th...read more
Solved
Lisette1 on February 09, 2024
Create conversion rate (calculated) property
Hi there, I want to create a calculated property for conversion rates. I know there are some default reports on conversion rates but these are not meeting our needs. Example - Last month, we generated 100 MQLs - Last month, we generated 25 S read more
Reply Discussion Enterprise
1 upvote
6 Replies
Lisette1
Contributor
February 13, 2024
Hey @karstenkoehler I will have a look, maybe I haven't seen the update on the funnel reports! Fingers crossed, will let you know if this works. Th...read more
Solved
Lisette1 on February 09, 2024
Create conversion rate (calculated) property
Hi there, I want to create a calculated property for conversion rates. I know there are some default reports on conversion rates but these are not meeting our needs. Example - Last month, we generated 100 MQLs - Last month, we generated 25 S read more
Reply Discussion Enterprise
1 upvote
6 Replies
Lisette1
Contributor
February 13, 2024
Hey @karstenkoehler I will have a look, maybe I haven't seen the update on the funnel reports! Fingers crossed, will let you know if this works. Th...read more
tbls-amanda on December 13, 2017
Filter by Products in Lists
Hi! I would like to be able to use the Products in the Product Library within HubSpot Sales for creating smart lists, where we can filter by product. This would be a great feature for other targeted marketing or sales efforts. Thank you!
Reply Idea Lists
74 upvotes
31 Replies
Lisette1
Contributor
November 21, 2023
@dnelson any update on this? Still need this after almost exactly 3 (!) years replying on this idea.
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