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shan2
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Mitglied seit ‎Aug 17, 2020
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HeathVE on Februar 14, 2020
Feature request: Auto update currency conversion rates
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate Beitrag ansehen
Antworten Idee Deals
143 Likes
83 Antworten
shan2
Teilnehmer/-in
August 01, 2022
Multiple currencies were important to us so we asked about the capabilities, but didn't even think that exchange rates would have to be manually upda...Beitrag ansehen
ivnbarrera on Dezember 19, 2018
Sequences Data Export
Hi, Just wanted to know if there is a posibility to export data from Hubspot Sequences (I'm looking for API or something like that) I need enough granularity so I can know which contact belongs to which sequence ( so I can export and compare data Beitrag ansehen
Antworten Diskussion Developer tools
53 Likes
13 Antworten
shan2
Teilnehmer/-in
Mai 09, 2022
Any Hubspot folks have any suggestions for workarounds since this isn't available?
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Likes
33 Antworten
shan2
Teilnehmer/-in
Oktober 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Likes
33 Antworten
shan2
Teilnehmer/-in
Oktober 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Likes
33 Antworten
shan2
Teilnehmer/-in
Oktober 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Beitrag ansehen
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Beitrag ansehen
Antworten Idee Dashboards & Reports
351 Likes
111 Antworten
shan2
Teilnehmer/-in
Juni 03, 2021
Really disappointed that this wasn't included as a fix in the new report builder beta. How is this going unseen/unaddressed? Is it not imperative for...Beitrag ansehen
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