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CarlyStevens
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Member since ‎Mar 31, 2020
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  • Upvotes Received
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Carly Stevens

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basil on May 30, 2019
Timeline Reports
We have a lot of timeline objects on all of our records including custom timeline objects we create via API. It would be great if we could create custom reports for these timeline events. Here is how that would work: 1) Choose your data set read more
Reply Idea Sales Reporting
75 upvotes
18 Replies
CarlyStevens
Participant
January 20, 2021
Agreed this is game-changing. How can we see if any custom events are having an impact?
CarlyStevens on August 10, 2020
Show open deals associated to campaigns on campaign dashboard
We'd like to be able to see open deals (and amounts) influenced by campaigns as well as closed. Or at least be able to report on this easily (not via lists). So x person has been influenced by X campaign and a deal has been created.
Reply Idea Campaign Dashboards & Reports Deals
8 upvotes
2 Replies
tpittman11 on October 24, 2017
Equal Distribution of Round Robin Meetings Instead of Randomized
This feature would allow for a new option to the round-robin meeting functionality that would allow the meetings to be distributed equally over a certain time frame (weekly, monthly, etc.) to the eligible round robin group instead of a completely ra read more
Reply Idea Meetings
16 upvotes
6 Replies
CarlyStevens
Participant
July 08, 2020
Definitely need this.
Solved
sharath on October 16, 2017
Adding drop down to the country field
Hi, the default country field in Hubspot has single line text, I want to make it a drop-down field, with a list of countries to select. Any idea on how to do this? Regards, Sharath
Reply Discussion
3 upvotes
20 Replies
CarlyStevens
Participant
June 11, 2020
Hey @Phil_Vallender - I am just looking to do this, but Hubspot won't actually let me change the type of field because it is in use. I have create...read more
CarlyStevens on May 13, 2020
Attribute a completed task to a deal
Hello - we utilise tasks to take action on a contact or deal, I can see that I can associate those tasks to a person or deal, but how can I attribute success to that task for helping create or close a deal? An integration we have places informa read more
Reply Discussion Revenue Analytics
0 upvote
2 Replies
CarlyStevens
Participant
May 15, 2020
Thanks Jess, I'll try this..
CarlyStevens on May 13, 2020
Attribute a completed task to a deal
Hello - we utilise tasks to take action on a contact or deal, I can see that I can associate those tasks to a person or deal, but how can I attribute success to that task for helping create or close a deal? An integration we have places informa read more
Reply Discussion Revenue Analytics
0 upvote
2 Replies
CarlyStevens
Participant
May 15, 2020
Thanks Jess, I'll try this..
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