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Sam20
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Member since ‎Apr 9, 2020
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Sam Dilley

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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
281 upvotes
170 Replies
Sam20
Member
April 15, 2020
This would be extremely helpful to our organisation as we run from May to April. I also use to work for a company that ran from July to June so custo...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1264 upvotes
181 Replies
Sam20
Member
April 09, 2020
This would be very valuable. I have set up an automation in Deals to send an internal email and I can't add any company or contact names so the only ...read more
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