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casebook_brian
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Member since ‎Apr 23, 2020
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  • Upvotes Given
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  • Upvotes Received
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KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
443 upvotes
137 Replies
casebook_brian
Contributor
February 07, 2024
424 upvotes and nothing planned. Last comment from HS in 2021. You're really listening to the voice of the people!
casebook_brian on February 02, 2024
Custom Goals: Credit deal creator rather than owner
I'd like to be able to track the number of a specific type of deal that my SDRs create, as it's how they're compensated and measured. While workarounds make it possible to track this on a dashboard, it can't be used in Goals. Currently, if I create read more
Reply Idea Sales Reporting
6 upvotes
2 Replies
dunnpatrickj on April 07, 2021
Due Date Status Filter
Hey everyone, I had reached out to support recently for assistance in finding a filter for Due Date status. My hope was to create an active list with a specific property like "lead status (example)" set to "active prospect (example)," but f read more
Reply Idea Contacts & Companies Lists Tasks
28 upvotes
10 Replies
casebook_brian
Contributor
August 09, 2023
The workflow possibilities are expanded exponentially with this feature.
AnnaBargalló on March 12, 2021
Tickets funnels reports
Why can't we create funnels with service pipeline states? Or at least be able to sort the reports that post tickets in each Pipeline state according to the order of the Pipeline?
Reply Idea Dashboards & Reports Tickets
43 upvotes
12 Replies
casebook_brian
Contributor
June 08, 2022
This is a major issue. Consistency across the portal hubs is lacking, this is a glaring example.
casebook_brian on October 29, 2020
Ticket stage funnel
We're a software company and one of the ways we use Hubspot Service Hub is to track our implementations using a ticket. We'd like to be able to track the time between a few key stages - initial kick-off, go-live and when we wrap-up post go-live supp read more
Reply Discussion Professional Reports Service
8 upvotes
5 Replies
casebook_brian
Contributor
June 08, 2022
There is another issue posted here with the same issue: please upvote. https://community.hubspot.com/t5/HubSpot-Ideas/Tickets-funnels-reports/idi-p/...read more
IW on September 09, 2020
Company domains with sub domains
Currently, hubspot does not recognise the subdomains in a company domain. So if I have a company with the domain vet.universityX.edu and one with med.universityX.edu hubspot adds and email to decan@vet.universityX.edu to both companies. That is very read more
Reply Idea Contacts & Companies
17 upvotes
4 Replies
casebook_brian
Contributor
April 29, 2022
We're in the US and the same issue wrt government accounts comes up for us - each department has its own subdomain followed by "gov.xx" and they get ...read more
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