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jifchen
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Member since ‎Sep 21, 2020
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Jeff Chen

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Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
277 upvotes
168 Replies
Member
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
277 upvotes
168 Replies
Member
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
277 upvotes
168 Replies
Member
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
POnnis on April 01, 2021
My Sales Team needs to export Deals for some ordinary tasks we don't perform on Hubspot. I'd like to have the possibility to only enable the export for Deals and not for Company and Contacts. I can't restrict the visibility on the lists, as they ne read more
Member
April 15, 2021
I am surprised this function is not there. It's a big No No for large corporation not being able to segregate export function.
FelipeAvoletta on November 08, 2018
"Hi there, I am working with deal pipelines. I would like to limit which pipelines certain sales reps of mine have access to. For example, when they go to create a deal I would like them to only be able to utilize pipelines that are related to t read more
45 upvotes
19 Replies
Contributor
November 20, 2021
agreed! even though you can restrict people from seeing deals they don't own, they can still see a whole list of pipelines. I'd like my sales team to...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
277 upvotes
168 Replies
Member
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
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