paytek_haley

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Haley Kenna

As Canada's 22 ranked startup on the McClean's Growth List, we're looking to help other businesses grow through innovation and flexibility. www.paytek.ca

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slvale2 le Mai 21, 2021

Google sheets integration

Currently, the integration only pulls in data from internal values not labels. For HubSpot default properties, like Deal Stage, internal names cannot be changes. This causes a string of numbers to show in the sheet instead of the property label name Lire la suite

Répondre Idée Integrations

44 Mentions J'aime

9 Réponses

paytek_haley

Participant

Juillet 22, 2022

+1! This would be less of a problem if there was an easy way to export the internal values for our account - we could do a simple vlookup or index(m...Lire la suite

charingkam le Novembre 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 Lire la suite

Répondre Idée Dashboards & Reports

351 Mentions J'aime

111 Réponses

paytek_haley

Participant

Avril 28, 2022

Essential change. People have been asking for this (pretty basic, at least from a face value level) feature of applying dashboard filters to cu...Lire la suite

GoForJonny le Juillet 20, 2021

Editing notes on the mobile app

I'm confident the community would appreciate the ability to edit notes while using the mobile app. Currently I can only create a new note which creates additional entries not needed.

Répondre Idée Mobile Applications

17 Mentions J'aime

9 Réponses

paytek_haley

Participant

Février 25, 2022

When our reps visit the "field" to meet with a client or prospect, they use the app on their company issued iPads. Because they can't edit notes,...Lire la suite

angara le Avril 06, 2020

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r Lire la suite

Répondre Idée Tasks

323 Mentions J'aime

89 Réponses

paytek_haley

Participant

Février 04, 2022

Major agreement here from our operations, support, marketing and sales teams!

paytek_haley le Septembre 28, 2021

Pull data from cells in Google Sheets and map onto properties

In some cases, recording data in Sheets (or excel) is just more convenient and relevant than using Hubspot. It's easier to do calculations, or quickly track activities for a door to door sales team (our use case). But there are a lot of things H Lire la suite

Répondre Idée Integrations

2 Mentions J'aime

1 Réponse

caroline_at_hv le Mai 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were Lire la suite

Répondre Idée Contacts & Companies Marketing Reporting

406 Mentions J'aime

107 Réponses

paytek_haley

Participant

Septembre 13, 2021

Similar to @MattPutt , we want to be able to see what a property was at a certain time, not right now. Like Activity reports, you should be abl...Lire la suite

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