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Jonte-Marshall
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Mitglied seit ‎Mär 5, 2020
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Jonte Marshall

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KFisher2 on Oktober 27, 2023
Saved columns when sharing lists
I'd like to share a saved (active) list with my team, however, whenever they access the list in Hubspot by search or using my link, the columns that I selected are no longer there. This makes sharing lists extremely difficult since often the releva Beitrag ansehen
Antworten Idee Lists
5 Likes
4 Antworten
Jonte-Marshall
Teilnehmer/-in
November 06, 2023
Upvoting. Adding the list to a view is just one more step that becomes a hassle. It would be great to have the option to share the columns as yo...Beitrag ansehen
Felipe-CS on Juli 26, 2022
Store Historical Values of a Date Property
Hello, Our team currently measures lead conversions by counting contacts that received a date stamp in a property called Recent Lead Conversion. This stamp is set when the contact has filled the relevant forms which are triggers in a workflow. Beitrag ansehen
Antworten Diskussion Contacts CRM Marketing Reports
1 Likes
5 Antworten
Jonte-Marshall
Teilnehmer/-in
März 29, 2023
Upvoting because this applies to us as well. In general, having a way to view and report on the historical values of a property would be extremely us...Beitrag ansehen
DianaOliva on Juni 24, 2021
Sort data in new advanced report builder please!
Hi! 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 Beitrag ansehen
Antworten Idee Analytics Tools
1 Likes
1 Antwort
Jonte-Marshall
Teilnehmer/-in
Juli 12, 2021
Yes, we need this!
lrodriguez on Februar 06, 2019
Allow Custom Deal Properties that are formatted as currency to be multi-currency
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 Beitrag ansehen
Antworten Idee Deals
219 Likes
68 Antworten
Jonte-Marshall
Teilnehmer/-in
Juni 10, 2021
This will be a highly powerful feature. There are often different ways you want to divide revenue within a deal using custom properties.
BradCarter on Juli 24, 2019
organise/arrange contacts on company record
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 Beitrag ansehen
Antworten Idee Contacts & Companies
285 Likes
110 Antworten
Jonte-Marshall
Teilnehmer/-in
Mai 04, 2021
This would be a fantastic addition. Upvote.
Rolf on Februar 19, 2020
Option to add timeline activity from associated contact(s) after deal is created
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 Beitrag ansehen
Antworten Idee Activity Feed Contacts & Companies Deals Sales Reporting
63 Likes
26 Antworten
Jonte-Marshall
Teilnehmer/-in
März 30, 2021
+1 As a deal progresses, more decision makers become involved over time. It's a very cumbersome task to click through into the contact records t...Beitrag ansehen
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