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bryceanelson
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Mitglied seit ‎Mai 28, 2020
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Bryce Nelson

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Aktivität

Shaunyim on Juni 29, 2020
Campaign data
At this time, a campaign gathers data when it is created, after association to marketing assets and content. We would like to have the ability to retroactively pull data into campaigns. Out use case was mainly to create a new campa Beitrag ansehen
Antworten Idee Campaign
15 Likes
6 Antworten
bryceanelson
Teilnehmer/-in
August 08, 2023
Agree with this. We're just starting to use campaigns and at this point will have to wait a year to see value in the tool, despite already having yea...Beitrag ansehen
jnormand on Oktober 08, 2020
More control over product lists like filtering or advanced search
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m Beitrag ansehen
Antworten Idee Products and Quotes
164 Likes
74 Antworten
bryceanelson
Teilnehmer/-in
Juli 03, 2023
The deal/line-item builder's interface is currently blocking our implementation of a catalog/price-book in Hubspot. If our salespeople can't easily f...Beitrag ansehen
EmaRuiz on Juni 15, 2021
Pipeline with conditional mandatory properties
It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it Beitrag ansehen
Antworten Idee Deals Sales Reporting
72 Likes
14 Antworten
bryceanelson
Teilnehmer/-in
Mai 24, 2023
Agreed - we have a pretty diverse business and different pipelines to match. There are many properties that are only important on certain conditions ...Beitrag ansehen
bryceanelson on Juni 23, 2022
Allow calculated properties to use date functions
There are a few instances where we are tracking critical price increase and contract renewal options with our deals. Calculated properties are great, but they would be spectacular if we could perform date functions (like edate() in excel) using exis Beitrag ansehen
Antworten Idee Deals
4 Likes
3 Antworten
JessicaSmith on Februar 14, 2019
Display Calculated Deal Property in Currency Format
I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.
Antworten Idee Deals
189 Likes
58 Antworten
bryceanelson
Teilnehmer/-in
Mai 20, 2022
This should have been a feature right out of the gate with calculated properties. At a minimum, let us select which property from the calculation sho...Beitrag ansehen
Gelöst
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Antworten Diskussion Sales Dashboard
6 Likes
14 Antworten
bryceanelson
Teilnehmer/-in
Mai 20, 2022
This is still not resolved. We need to be able to report things like "Deal Win Rate Over Time" or "Lead Conversion Rate Over Time" by individual sale...Beitrag ansehen
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