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shan2
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Membro desde ‎ago 17, 2020
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Shannon Griffin

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HeathVE on Fevereiro 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 Leia mais
Responder Idéia Deals
145 avaliações positivas
83 Respostas
shan2
Participante
Agosto 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...Leia mais
ivnbarrera on Dezembro 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 Leia mais
Responder Discussão Developer tools
55 avaliações positivas
13 Respostas
shan2
Participante
Maio 09, 2022
Any Hubspot folks have any suggestions for workarounds since this isn't available?
FinallyMatt on Julho 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 Leia mais
Responder Idéia Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 avaliações positivas
36 Respostas
shan2
Participante
Outubro 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...Leia mais
FinallyMatt on Julho 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 Leia mais
Responder Idéia Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 avaliações positivas
36 Respostas
shan2
Participante
Outubro 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...Leia mais
FinallyMatt on Julho 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 Leia mais
Responder Idéia Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 avaliações positivas
36 Respostas
shan2
Participante
Outubro 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...Leia mais
charingkam on Novembro 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 Leia mais
Responder Idéia Dashboards & Reports
353 avaliações positivas
111 Respostas
shan2
Participante
Junho 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...Leia mais
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