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jdtingay
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Miembro desde ‎ago 17, 2020
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James Tingay

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nicolerohrer en Julio 21, 2020
Add a "has attachment" filter for deals and companies for easier reporting/viewing
A few customers have requested a view in company and deal reports/filters of "has attachment" as a filter so they can look at records with attachments based on their process. In Activity Properties for engagements in Contact Lists, we can sort by At Leer más
Responder Idea Dashboards & Reports
120 Me gusta
37 Respuestas
jdtingay
Colaborador
Diciembre 14, 2022
It would be very useful - we have a need to know when a deal is created that does not have an attachment and this function would solve that issue.
AJLaPorte_diagr en Enero 29, 2019
Allow creation of datetime field from Contact Property area (not just API).
There are many times when a datetime field can be beneficial for use in the contact properties. There are currently a few fields (HubSpot defaults) that contain this data but you cannot create a custom property for this kind of data through the edit Leer más
Responder Idea Contacts & Companies
256 Me gusta
79 Respuestas
jdtingay
Colaborador
Febrero 08, 2022
This really is something that is essential.
Resuelta
jdtingay en Septiembre 20, 2021
Count of Closed/Won sales deals
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors Leer más
Responder Conversación Enterprise Workflows
3 Me gusta
10 Respuestas
jdtingay
Colaborador
Septiembre 30, 2021
Conor, The two company properties are numeric and are company information properties.
Resuelta
jdtingay en Septiembre 20, 2021
Count of Closed/Won sales deals
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors Leer más
Responder Conversación Enterprise Workflows
3 Me gusta
10 Respuestas
jdtingay
Colaborador
Septiembre 30, 2021
Conor, The two company properties are numeric and are company information properties.
Resuelta
jdtingay en Septiembre 20, 2021
Count of Closed/Won sales deals
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors Leer más
Responder Conversación Enterprise Workflows
3 Me gusta
10 Respuestas
jdtingay
Colaborador
Septiembre 30, 2021
Conor, The two company properties are numeric and are company information properties.
Resuelta
jdtingay en Septiembre 20, 2021
Count of Closed/Won sales deals
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors Leer más
Responder Conversación Enterprise Workflows
3 Me gusta
10 Respuestas
jdtingay
Colaborador
Septiembre 30, 2021
Conor, The two company properties are numeric and are company information properties.
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