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EPTMichael
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Membre depuis ‎sept. 23, 2020
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Michael Willis

HubSpot Champion at EP&T Global (ANZ)

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yatishm le Novembre 04, 2019
Set currency per user or team
Hi there I looked around for this and am sure it must be posted somewhere but Im posting here so that I could get a response on the status of this as a feature or if you aware this is quite a useful feature to have. If we can work around this, p Lire la suite
Répondre Idée Reports
76 Mentions J'aime
23 Réponses
EPTMichael
Participant
Septembre 09, 2024
@JeannieN I'd love to offer some feedback but the form you linked "can only be viewed by users in the owner's organisation". Looking forward to...Lire la suite
kvlschaefer le Septembre 06, 2024
[Webinar] Understanding HubSpot's Sensitive Data Updates
September 11, 2024 | 11am ET, 4pm BST Save your spot Data security is more crucial than ever, especially when dealing with sensitive information. With HubSpot's latest updates, it's essential to not only understand these new Lire la suite
Répondre Discussion Webinar
0 Mention J'aime
4 Réponses
EPTMichael
Participant
Septembre 08, 2024
I can't sign up through the links on this page.
laurabren le Août 15, 2023
Increase the number of allowed tags per object (>10)
Currently you can only create up to 10 tags per object. I understand the logic of limiting them (tags become meaningless when you have dozens of them), however we have different tags based on which pipeline they're created for, and the 10 tag limit Lire la suite
Répondre Idée Deals Tickets
64 Mentions J'aime
23 Réponses
EPTMichael
Participant
Juillet 18, 2024
I'd love this for my teams using Deals for different use-cases that want glance-ready insights on their Deal records from the pipeline view.
kyle2 le Novembre 02, 2023
Set default quote template by team or user - feature request
Instead of needing to remember which quote template to use and select it manually from a dropdown every time I create a new quote, I'd like the option to set a default quote template (to be auto-selected when creating new invoices). Even better mig Lire la suite
Répondre Idée Products and Quotes
4 Mentions J'aime
1 Réponse
EPTMichael
Participant
Juillet 03, 2024
+1 for this, I'm working on bringing in some of our service techs and the ability for a default template by team (in our case, region, which changes ...Lire la suite
SLabin le Mai 01, 2023
Tags for deals
Hi You have a new option of Tags on deals, its great and something we have been waiting for a while. We are using it, but there is a limit of 10 tags only for the whole system. Are you planning to increase it soon? That would be awesome, a Lire la suite
Répondre Idée Deals
87 Mentions J'aime
38 Réponses
EPTMichael
Participant
Mai 14, 2024
Seconding the need for more than 10 tags - we've got all 10 tags deployed to specific requirements in stages of one pipeline, and need to do the same...Lire la suite
DTadd1 le Décembre 07, 2021
Custom object pipelines need a funnel report
Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he Lire la suite
Répondre Idée Custom Objects
85 Mentions J'aime
18 Réponses
EPTMichael
Participant
Avril 01, 2024
+1 to the expanded thoughts of @Simzie and @JBooth3 above - my team needs to be able to report on time in stage for our custom objects, and a fun...Lire la suite
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