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TCollins
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Membre depuis ‎mai 22, 2020
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Tom Collins

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kelseyingram392 le Octobre 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 Lire la suite
Répondre Idée Account Settings Analytics Tools Contacts & Companies
3 Mentions J'aime
3 Réponses
TCollins
Membre
Novembre 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...Lire la suite
TCollins le Octobre 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 Lire la suite
Répondre Idée Users & Teams & Permissions
128 Mentions J'aime
37 Réponses
ParkerShort le Février 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' Lire la suite
Répondre Idée Deals
56 Mentions J'aime
22 Réponses
TCollins
Membre
Octobre 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, ...Lire la suite
ParkerShort le Février 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' Lire la suite
Répondre Idée Deals
56 Mentions J'aime
22 Réponses
TCollins
Membre
Octobre 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, ...Lire la suite
GLR le Décembre 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 Lire la suite
Répondre Idée Contacts & Companies Deals
554 Mentions J'aime
229 Réponses
TCollins
Membre
Septembre 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. ...Lire la suite
TCollins le Mai 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 Lire la suite
Répondre Idée Sales Reporting
3 Mentions J'aime
1 Réponse
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