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ColinB1
Membre | Partenaire solutions Diamond
Membre | Partenaire solutions Diamond
Membre depuis ‎sept. 22, 2020
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jrwthetreegroup le Novembre 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress Lire la suite
Répondre Idée Deals Sales Reporting
274 Mentions J'aime
98 Réponses
ColinB1
Membre | Partenaire solutions Diamond
Mars 08, 2021
This is core functionality for my enterprise clients. Please build this, Hubspot! 2 options: Force deals to go through every stage in orde...Lire la suite
GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
554 Mentions J'aime
229 Réponses
ColinB1
Membre | Partenaire solutions Diamond
Janvier 24, 2021
Just wanted to add another HubSpot Partner's voice to this thread. This is key functionality and I'm super surprised to see it marked as Not Planned....Lire la suite
tmcginnis le Novembre 12, 2020
Remove Tier Limits for Partner Employees
As a HubSpot Partner, we're often charged with building out email templates, snippets, chat flows, deal pipelines, service pipelines, etc. as part of a client engagement. Yet, unless, as a Partner Employee, we do not have proper "Seat" access Lire la suite
Répondre Idée Users & Teams & Permissions
53 Mentions J'aime
14 Réponses
ColinB1
Membre | Partenaire solutions Diamond
Novembre 12, 2020
100% agree with this. Partners should have access to their clients' top-tier features, or we can't help them fully use those features. I often set up...Lire la suite
Mmccarthy le Février 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Répondre Idée Sales Reporting
210 Mentions J'aime
58 Réponses
ColinB1
Membre | Partenaire solutions Diamond
Octobre 04, 2020
I make a lot of dashboards based on a specific list. I want to be able to filter all reports on a dashboard by a list membership, rather than having ...Lire la suite
troelsfeodor le Septembre 07, 2017
Report on lead response time
We really need a simple way to report on the time to first contact for our MQLs. Ie. how quickly are they being contacted after they become an MQL, also known as lead response time. This could be really useful as part of the Sales Reporting with Lire la suite
Répondre Idée Sales Reporting
85 Mentions J'aime
27 Réponses
ColinB1
Membre | Partenaire solutions Diamond
Octobre 04, 2020
Please let me know when this is live - it's a key feature for several clients.
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