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EricaSmith
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Member since ‎Jun 25, 2020
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  • Upvotes Given
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  • Upvotes Received
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Erica Smith

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John-Wick on January 21, 2021
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
9 upvotes
4 Replies
Community Manager
May 05, 2022
Hi @EricaSmith and @Data1 , Thanks for reaching out! According to the idea that @karstenkoehler linked, this feature is currently ...read more
RBarkby on April 04, 2018
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more
85 upvotes
27 Replies
Participant
April 14, 2022
We are in desperate need of this feature. We utilize HS in our Real Estate team. We have deal owners (which is great...the way we have our system/r...read more
FIAInterpreting on July 14, 2020
Is it possible to add recurring tasks? I have some tasks that require to be repeated on a weekly basis and I would love to be able to create recurring tasks for those tasks, if possible.
38 upvotes
19 Replies
Contributor
April 12, 2022
I believe what @FIAInterpreting is referring to is the tasks function from Marketing > Campaigns > Tasks. It would be great if there was a ch...read more
apetrini on March 05, 2019
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor read more
111 upvotes
26 Replies
Member
May 20, 2022
Second this request, how this is not a thing is beyond me...
FIAInterpreting on July 14, 2020
Is it possible to add recurring tasks? I have some tasks that require to be repeated on a weekly basis and I would love to be able to create recurring tasks for those tasks, if possible.
38 upvotes
19 Replies
Contributor
April 12, 2022
I believe what @FIAInterpreting is referring to is the tasks function from Marketing > Campaigns > Tasks. It would be great if there was a ch...read more
PaulClappers on October 20, 2020
I want to know per sales rep in a report for my dashboard: - Number of tasks completed this [time period] - Number of overdue tasks [time period] - Number of new tasks created [time period] In that way we can better monitor the read more
7 upvotes
2 Replies
Participant | Gold Partner
February 08, 2022
This would be very useful
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