HubSpot Community - À propos de lgil

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Laura Gil

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DanielCENTURY le Novembre 17, 2020

Reports beta - make 'created by user ID' a usable property

I'm trying to build a report that shows how many Deals our sales reps are creating. While experimenting with the Beta report builder, I recently came across a Deal property called "created by User ID" that looked like it would be able to help me Lire la suite

Répondre Idée Sales Reporting

7 Mentions J'aime

4 Réponses

lgil

HubSpot Employee

Janvier 11, 2022

Hey guys! Just wanted to let you all know that you can now create a deal report in the custom report builder using "Created by user ID": ...Lire la suite

krispag le Avril 13, 2020

NEW Created by property

I am finding that records do not have a property that documents which user created the record, only who owns it. This is problematic from a reporting and workflow perspective. I would like to see ALL records across ALL objects include a System prope Lire la suite

Répondre Idée Contacts & Companies Sales Reporting

185 Mentions J'aime

44 Réponses

lgil

HubSpot Employee

Janvier 11, 2022

Hey guys! Just wanted to let you all know that you can now create a deal report in the custom report builder using "Created by user ID":

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drewspi le Août 13, 2020

"Created by" Deal Report

Once upon a time there was a handy little filter called, "Created by user ID" that has mysteriously dissappeared. Though tracking down the User ID took some digging, it allowed us to generate a deal report by the user that created deals on a monthly Lire la suite

Répondre Discussion Sales Dashboard

4 Mentions J'aime

5 Réponses

lgil

HubSpot Employee

Janvier 11, 2022

Hi @drewspi I just wanted to let you know the Custom Report builder has now an option to create reports with the option "Created by user ID" ...Lire la suite

philmanger le Octobre 27, 2020

Allow different currencies for different pipelines

Allow different currencies for different pipelines and not necessarily defaulting to the company currency

Répondre Idée Deals

14 Mentions J'aime

2 Réponses

lgil

HubSpot Employee

Octobre 04, 2021

Hi everyone! I invite you to upvote this idea which has more votes and is about the same topic 🙂 .

AnnaDelLlano le Avril 14, 2021

Need subfolders for organizinf workflows

Need to create subfolders for better organization of workflows.

Répondre Idée Workflows

6 Mentions J'aime

2 Réponses

lgil

HubSpot Employee

Septembre 01, 2021

Hey everyone! Please refer to this idea post!

laurenlaw le Novembre 16, 2020

Engaged Contacts

Team: Marketing Team Goal: Being able to reach out to the most engaged contacts over time Value: By knowing who is engaging with us the most over time, that is, those who open, reach and click on our emails, we will be better able to reach a Lire la suite

Répondre Idée Marketing Emails

11 Mentions J'aime

6 Réponses

lgil

HubSpot Employee

Août 05, 2021

Hi everyone! I invite you guys to vote this idea I posted about the same topic.

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