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shan2
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コミュニティー参加日： ‎8 17, 2020
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Shannon Griffin

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アクティビティ

HeathVE 2月 14日, 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 続きを読む
返信 アイデア Deals
145 いいね！
83 コメント
shan2
参加者
8月 01日, 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...続きを読む
ivnbarrera 12月 19日, 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 続きを読む
返信 ディスカッション Developer tools
55 いいね！
13 コメント
shan2
参加者
5月 09日, 2022
Any Hubspot folks have any suggestions for workarounds since this isn't available?
FinallyMatt 7月 02日, 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 続きを読む
返信 アイデア Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 いいね！
36 コメント
shan2
参加者
10月 11日, 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...続きを読む
FinallyMatt 7月 02日, 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 続きを読む
返信 アイデア Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 いいね！
36 コメント
shan2
参加者
10月 11日, 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...続きを読む
FinallyMatt 7月 02日, 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 続きを読む
返信 アイデア Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 いいね！
36 コメント
shan2
参加者
10月 11日, 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...続きを読む
charingkam 11月 08日, 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 続きを読む
返信 アイデア Dashboards & Reports
353 いいね！
111 コメント
shan2
参加者
6月 03日, 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...続きを読む
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