Member since ‎Oct 29, 2020
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Ronenim on July 29, 2022
When adding reports by terms used in transcripts there is no use for the data if i cannot filter if the customer used those terms or my rep. It is a very basic info using transcript!
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Ronenim on July 25, 2022
Hi, WHen adding search terms it is basic to know if the customer used it or the the sales rep. So you must add a filter for terms indetified on customer side or sales rep side. THanks
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Ronenim on March 11, 2021
Hi, I have many new contacts arriving and i want to assign them based on the progress of each sales representative. Meaning if he has x new contacts that he didnt touch and x deals he still follow up with - do not assign him new contacts untill this read more
charingkam on November 08, 2018
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 read more
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September 01, 2022
@SSahai2 We are very interested in this solution. If you are still looking for testers, our firm would like to be included.
Ronenim on February 02, 2021
In Tasks view It will be helpfull to add contact feilds to understand better the priority of the task In my case it is a date of the service (Move date) feild but i assume other will want other options except date. If i will be able to filter by read more
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Ronenim on October 29, 2020
Hi All, I want to change a feild based on other feilds if 2 feilds match then the input is "x" if they are not the input will be "y" What is the best way?
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Community Manager
March 12, 2021
Hi @AriP Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our more
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