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MattDavirro
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Member since ‎Mar 13, 2020
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MattDavirro on July 28, 2021
Identifying Deals where "Property A" is greater than "Property B" ?
Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? read more
Reply Discussion Deals Enterprise Reports Workflows
3 upvotes
3 Replies
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
MattDavirro
Participant
January 18, 2021
This seems obvious. HubSpot has implemented ABM strategies. They have funnel stages for companies. Why isnt the report available?
tg52 on August 02, 2019
Child company filter in parent company record
Without any global view of activities for a given parent company, I find the parent/child associations of limited value - forcing me to go into each child company to see associated activity/deals/tickets... Would be great for a filter to appear read more
Reply Idea Contacts & Companies
18 upvotes
3 Replies
MattDavirro
Participant
March 31, 2020
I second this idea. Need to see a centralized view of all activities of all related child/parent companies. Otherwise I don't see the value in the Pa...read more
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