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Dave94040
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Dave94040 en Febrero 08, 2021
filtering out redundant emails out of company record
Hi. The HubSpot Customer Rep suggested I come to this board and post my recommendation. Here it is: I run sales ops and I wade through many company records in that capacity, trying to find "Discovery Meetings" etc. etc. Many of my SDR's send o Leer más
Responder Idea Contacts & Companies
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Dave94040 en Septiembre 18, 2020
workflows that prepare reports and print them out for Managers
I do Sales Ops, and it sure would be nice if every Monday, an automated workflow would print out the Deals, Stages, Close Dates, etc. without me having to do anything. The reports are built, now let's automate the task of sending them to people Leer más
Responder Idea Workflows
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Dave94040 en Septiembre 18, 2020
Export HubSpot Org Charts to Excel, Powerpoint, Word, etc.
Would like to have the capibility to link and/or Export HubSpot Org Charts to Excel, Powerpoint, Word, etc. Also, would like to see more powerful Org Chart features.
Responder Idea Contacts & Companies
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KSweet en Julio 09, 2020
Allow more then 5 pin views in tickets
Currently we are only allowed 5 pinned views/filters when looking at tickets, techincally its only 4 because All Tickets is already pinned and you cannot remove it. I would like to suggest being able to pin at least 10 views/filters.
Responder Idea CRM Objects (Contacts & Companies & Deals & Tickets)
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Dave94040
Participante
Septiembre 15, 2020
I agree 100%. Three unique pins are too limiting. I would like one for each sales team. So yes 10 would be nice.
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Hana en Septiembre 20, 2017
Time in current deal stage
Hi, is there a way how I can see in dashboard current deal stages and current time in each stage. I found out that "Time in stage xxx" shows values only for deals which finished, has been moved from this stage. This would help us to underst Leer más
Responder Conversación
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Dave94040
Participante
Agosto 19, 2020
Hi Ed, Back in 2017, you said Hubspot could not tell the sales team the time spent in various stages of the deal, to help monitor deal flow. It's b...Leer más
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Dave94040 en Julio 31, 2020
how to send a contact record to the contact owner
I am "cleaning" our records and when I find a contact record that needs "cleaning" I want to send it to the contact owner for him to "clean". How would I do that? thanks, Dave
Responder Conversación Contacts
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