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jdtingay
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Membro desde ‎ago 17, 2020
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James Tingay

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nicolerohrer on Julho 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 Leia mais
Responder Idéia Dashboards & Reports
120 avaliações positivas
37 Respostas
jdtingay
Colaborador(a)
Dezembro 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 on Janeiro 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 Leia mais
Responder Idéia Contacts & Companies
256 avaliações positivas
79 Respostas
jdtingay
Colaborador(a)
Fevereiro 08, 2022
This really is something that is essential.
Solucionado
jdtingay on Setembro 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 Leia mais
Responder Discussão Enterprise Workflows
3 avaliações positivas
10 Respostas
jdtingay
Colaborador(a)
Setembro 30, 2021
Conor, The two company properties are numeric and are company information properties.
Solucionado
jdtingay on Setembro 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 Leia mais
Responder Discussão Enterprise Workflows
3 avaliações positivas
10 Respostas
jdtingay
Colaborador(a)
Setembro 30, 2021
Conor, The two company properties are numeric and are company information properties.
Solucionado
jdtingay on Setembro 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 Leia mais
Responder Discussão Enterprise Workflows
3 avaliações positivas
10 Respostas
jdtingay
Colaborador(a)
Setembro 30, 2021
Conor, The two company properties are numeric and are company information properties.
Solucionado
jdtingay on Setembro 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 Leia mais
Responder Discussão Enterprise Workflows
3 avaliações positivas
10 Respostas
jdtingay
Colaborador(a)
Setembro 30, 2021
Conor, The two company properties are numeric and are company information properties.
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