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pdansey
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Member since ‎Jul 17, 2020
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Paul Dansey

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Activity

eoswald on December 10, 2018
HubSpot needs to have an approval process for Social Posts that send notifications for post approval to authorized users. User A drafts a post and submits it for approval User B gets a notification (email, slack, push, sms etc) that an appro read more
238 upvotes
68 Replies
Member
January 31, 2024
With no approval mechanism we have to use a separate tool.
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
189 upvotes
38 Replies
Member
November 17, 2020
Resolution! I've just found out if you create a custom report and say it is cross object (even if you only want one object i.e. contacts) then th...read more
KirstenM on September 17, 2017
Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.
Member
August 21, 2020
I definitely need this, and the forecast amount too. I need to be able to export this data across all my deals to a spreadsheet for financial planni...read more
Solved
pdansey on August 20, 2020
Hi We have a single deal stage pipeline for which each stage has a % win probability set, all normal there. However, once a deal is at say Proposal Submitted it is much more likely to close if it is an existing customer than if it is a new cust read more
Solved
pdansey on July 17, 2020
Hi folks I need to see how the total pipeline (i.e. the total Amount of all active deals) is varying over time. Along the lines of Jan1 = 1.2m, Feb1=1.4m, Mar1=1.6m, Apr1=2.1m (but ideally in a nice pretty graph. I can report like that on w read more
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