In the old report builder, when you want to check the data of certain report you could sort by any date field. For example, in this picture I have a report built with the old report builder and I clicked a group of data I wanted to check. You read more
It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amou read more
I'd love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevan read more
New contacts are constantly added to our existing deals, which take an average of nine months to close. These people are often part of the DMU and important to the project, but unknown to us at the start. Sometimes the contacts originally associated read more
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.
I would love the contacts to automatically be added when a company is attached to a deal so that
1. It read more