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Carlin
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Member since ‎Sep 25, 2020
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Carlin Summers

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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
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
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
Carlin
Member
September 07, 2021
Great, although i'm just looking at the forecasting tool and it still seems to say calendar year. i've set the defaults to fiscal year. Am i missing ...read more
grayson on February 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
Reply Idea Contacts & Companies
614 upvotes
251 Replies
Carlin
Member
January 28, 2021
I am definitely for the idea of being able to customise activities. We're trying to track aditional things like reaching out/connecting.seindgin mess...read more
Carlin on September 25, 2020
Quote options for customers to select and agree to
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- read more
Reply Idea Sales Documents
117 upvotes
26 Replies
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