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EHirsch
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Member since ‎Dec 8, 2020
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Ed Hirsch

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Activity

ClayB on September 25, 2020
Trend Lines in Graphs
It would be very helpful to be able to add a Trend line in a Line or Bar Graph. (Note: not a Goal line, but a true, data driven Trend line as can be done in Excel).
Reply Idea Dashboards & Reports
68 upvotes
23 Replies
EHirsch
Participant
September 07, 2022
upvote for trendlines on graphs
Sara on May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Reply Idea Meetings
388 upvotes
171 Replies
EHirsch
Participant
August 18, 2022
Scheduling meetings for others - required. adding an HS user to a meeting is REQUIRED. When can this be expected? It seems like this was identifi...read more
Solved
snapwire on August 28, 2019
Customise Deal Pipeline Cards
Hi - is there a way to customise the cards that are displayed on the Deal Pipeline view? I can customise the columns (i.e. pipeline workflow) easy enough but would also like to customise the information i can see within each deal. Ideally, disp read more
Reply Discussion
15 upvotes
17 Replies
EHirsch
Participant
May 03, 2022
Thanks for posting this.
Solved
snapwire on August 28, 2019
Customise Deal Pipeline Cards
Hi - is there a way to customise the cards that are displayed on the Deal Pipeline view? I can customise the columns (i.e. pipeline workflow) easy enough but would also like to customise the information i can see within each deal. Ideally, disp read more
Reply Discussion
15 upvotes
17 Replies
EHirsch
Participant
May 03, 2022
Thanks for posting this.
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
EHirsch
Participant
December 16, 2021
My workaround was to make a new deal property named "AA" then create a workflow to write the fields into that new property. Set Property Value Tar...read more
Solved
Edyta7510 on April 21, 2021
Customizing deal cards
Hello, I've been trying to find a way how to go beyond the "standard" customization of deal cards - for various internal reasons, we'll need to show amount from product line item on the card. (it's always one product line per deal for us). I don read more
Reply Discussion CRM Deals Enterprise Sales
0 upvote
7 Replies
EHirsch
Participant
September 20, 2021
This is a great idea. I would like to create a workflow to combine the deal name and company name on one line. When I use the set property options I...read more
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