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Nikboe
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Mitglied seit ‎Feb 7, 2020
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stephentradify on Juli 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to Beitrag ansehen
Antworten Idee Lists Workflows
392 Likes
101 Antworten
Nikboe
Teilnehmer/-in
Juli 09, 2020
Addition: Especially needed for custom deal amounts. We calculate our deal amount based on a few variables. If the variable fees are higher than our ...Beitrag ansehen
stephentradify on Juli 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to Beitrag ansehen
Antworten Idee Lists Workflows
392 Likes
101 Antworten
Nikboe
Teilnehmer/-in
Juli 09, 2020
Addition: Especially needed for custom deal amounts. We calculate our deal amount based on a few variables. If the variable fees are higher than our ...Beitrag ansehen
MarionFrelon on Juni 07, 2019
Sales reporting on year comparison
Hey there, after onboarding a new customer on Sales Pro, I have struggled with one of his request that seem to me to be a basic request for sales follow-up : they wanted to be able to build a custom deal report for one deal owner, showing deals Beitrag ansehen
Antworten Idee Sales Reporting
47 Likes
14 Antworten
Nikboe
Teilnehmer/-in
Mai 19, 2020
We really need this feature. It's an absolute pain point for us. A lot of charts in our KPI report have to compare months/years in column charts. We ...Beitrag ansehen
Kaleudia on Dezember 18, 2018
Calculate days between dates for reports
It would be good to be able to calculate days between two dates, for example "Days between a lead became MQL until it became a Client", and so with all date fields.
Antworten Idee Contacts & Companies
203 Likes
48 Antworten
Nikboe
Teilnehmer/-in
Mai 17, 2020
Need this!
Nikboe on Mai 17, 2020
Deal totals by stage monthly change
Hi, I want to report on all our deals in the sales pipeline and show the monthly change. In Excel it is quite easy to create: HubSpot: I cannot click on comparison. How do I do this in Hubspot? Thanks!
Antworten Diskussion Sales Dashboard Sales Team Productivity
0 Likes
1 Antwort
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Nikboe on Mai 14, 2020
Track blog post / lead creation conversion rate
Hi, I would like to track how many visitors that came through our blog converted into a lead via a form. So the reporting would be: 100 views on blog / 5 new contacts generated / 5% conversion rate. That way we can track the success of o Beitrag ansehen
Antworten Diskussion Traffic Analytics Website Analytics
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3 Antworten
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