TCollins

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Tom Collins

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kelseyingram392 en Octubre 15, 2020

Calculated properties with both date and number criteria

Calculated properties would be significantly more useful if you could combine number and date critieria. For example, total value of deals in the past 18 months, or total number of deals in the past 18 months. This would allow for much more granular Leer más

Responder Idea Account Settings Analytics Tools Contacts & Companies

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TCollins

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Noviembre 19, 2020

I have a similar issue. I would like to calculate an end date based on a start date (date field) and contract length (number field). At the moment it...Leer más

TCollins en Octubre 08, 2020

Mark contacts/companies/deals as private to restrict access to certain users

At the moment the access controls are quite limited, and entirely on the user side, rather than the content side. The only controls are whether a user can see their contacts, their team's contacts, or all contacts. Sometimes you want a contact/c Leer más

Responder Idea Users & Teams & Permissions

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ParkerShort en Febrero 05, 2020

Use company tokens in Deal workflow internal emails

Hi there, I'd like to use a deal-based workflow to automatically ask for an update that goes out at as an internal email. Our deal names are inconsistent, so I want to simply ask "What's the status on the deal with {{company.name}}?" It doesn' Leer más

Responder Idea Deals

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TCollins

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Octubre 05, 2020

In case it helps anyone, here's a workaround. It doesn't replace the feature, but it might be helpful. You can make a custom property for deals, ...Leer más

ParkerShort en Febrero 05, 2020

Use company tokens in Deal workflow internal emails

Responder Idea Deals

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TCollins

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Octubre 05, 2020

In case it helps anyone, here's a workaround. It doesn't replace the feature, but it might be helpful. You can make a custom property for deals, ...Leer más

GLR en Diciembre 13, 2017

Company and contact info mandatory to create a DEAL

Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Leer más

Responder Idea Contacts & Companies Deals

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TCollins

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Septiembre 30, 2020

Adding my name to this - it seems like a very basic feature that should be added, and shouldn't be a massive engineering effort on the Hubspot side. ...Leer más

TCollins en May 27, 2020

Better resizing and scaling for report visualisations (especially in regards to "key")

It would be great to have more granular resizing of reports on dashboards, at the moment it's very basic which makes it hard to get reports to useful sizes without either wasting loads of space or making them hard to read. If you have a chart wi Leer más

Responder Idea Sales Reporting

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