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Simon_MyLeads
Participant | Partner
Member since ‎Aug 13, 2020
  • solutions
    2
  • Replies
    2
  • Upvotes Given
    18
  • Upvotes Received
    36
  • Ideas
    4

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Simon Biss

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Activity

Geo on February 12, 2019
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more
140 upvotes
81 Replies
Participant | Partner
November 13, 2020
Having been following this thread for some time, I was interested to see that overnight @hubspot has enabled a new calculation for deal amount - th...read more
Simon_MyLeads on October 19, 2020
A number of feature requests have popped up for OOO changes to lead allocation and uneven distribution of leads, but another helpful request would be that leads are allocated based on availability. For instance: User A works 9 - 3 User B works read more
2 upvotes
1 Reply
evfishr on October 11, 2018
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
126 upvotes
48 Replies
Participant | Partner
October 19, 2020
@MeganLegge thanks for your feedback on this developing idea. Do you have any update on the beta for distributing leads unevenly? As it's now m...read more
Solved
Simon_MyLeads on October 12, 2020
I'm using the Atomic template by GiantFocal to create our HubSpot website and would like to make use of anchors on every page to aid navigation, directing prospects to information that's of most use to them. I'm well aware of how anchors work an read more
1 upvote
3 Replies
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
350 upvotes
108 Replies
Participant | Partner
September 23, 2020
This would be very useful. Seems no reason why you couldn't create a note for a specific contact/contacts through a workflow. In our case, we have ...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
283 upvotes
170 Replies
Participant | Partner
September 18, 2020
This would be really useful for us too. For instance, our sales commission periods are from the third week in one month to the third week in the ne...read more
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