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JoeDavies
Contributeur de premier rang
Member since ‎Jul 21, 2017
  • solutions
    1
  • Replies
    24
  • Upvotes Given
    64
  • Upvotes Received
    274
  • Ideas
    10

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Joe Davies

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Activity

RAddis on January 11, 2021
I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would read more
158 upvotes
47 Replies
HubSpot Product Team
January 20, 2022 15:19
@CHiggins - just wanted to chime in here to let you know that we needed to change the functionality for now to prevent outcomes from being edited ...read more
cclancy on April 19, 2017
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe read more
111 upvotes
58 Replies
Contributeur de premier rang
November 25, 2021 07:46
Hey @glencornell - is it possible to customise the meeting outcomes? If not, is that something that's planned? Thanks!
Mayayo on July 02, 2017
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
193 upvotes
60 Replies
HubSpot Product Team
April 14, 2022 05:23
Hey HubSpot Community, Some exciting news. We shipped close date configuration for deals. You can now configure the default close date for newly ...read more
Siddall on June 22, 2017
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
277 upvotes
168 Replies
Member
March 03, 2022 12:21
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
kcgarvin on October 05, 2020
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
70 upvotes
52 Replies
Member
May 19, 2022 14:40
This is soooooo basic surely - how does hubpot not have it??? please enough is enough!!!
kcgarvin on October 05, 2020
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
70 upvotes
52 Replies
Member
May 19, 2022 14:40
This is soooooo basic surely - how does hubpot not have it??? please enough is enough!!!
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