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Hawk-Steve
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Member since ‎Aug 18, 2017
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  • solutions
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  • Replies
    59
  • Upvotes Given
    208
  • Upvotes Received
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  • Ideas
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Stephen Kvedaras

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Activity

AGavoille on November 30, 2023
Create sales goals for custom properties "deal owners"
Our deals are often managed by 2 sales so we use the HubSpot native property deal owner and we set up a customer property deal owner on deals. Currently, if we set up sales goals it only takes into account the deals for the native deal owner and not read more
Reply Idea Deals
6 upvotes
1 Reply
Hawk-Steve
Top Contributor
July 11, 2024
+1 - Surprised this hasn't got more traction yet. Similar use case just popped up on one of my accounts. There is a Sales team and a BDM team, the s...read more
Hawk-Steve on June 26, 2024
Customisable 'quick access filters' in pipeline/list views (CRM UI)
Context At the top of pipeline & list views there are filters that are displayed which do not require users to click 'Advanced filters'. The properties displayed are currently determined by the secondary properties chosen for custom objects read more
Reply Idea Contacts & Companies Custom Objects Deals Properties
6 upvotes
0 Reply
Hawk-Steve on June 12, 2024
Report display rolling hour of day
Context We have a verticle bar report which shows activity over the last day. For example, 22 deal records were modified 10-11am. A date/time property is one of the datapoints (x-axis). It is set set to display 'Hour of day'. There is a filter read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
Solved
Hawk-Steve on February 28, 2024
Ticket owner has ever been X (and has been X for > 1h)
Hi all, hope all's well - I have a little puzzle for you to work out today 🙂 There are some CRM pipeline setups where the ticket record owner is changed multiple times between users, as the ticket is worked on by 1 team in 1 pipeline, and the read more
Reply Discussion Reports
1 upvote
2 Replies
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1070 upvotes
343 Replies
Hawk-Steve
Top Contributor
February 27, 2024
Awesome @MaggieB , I'll be watching this space for that beta!
LHenrickson on January 22, 2021
Inserting Tables Into Notes and Comments
Currently, when creating a note for a ticket, or writing comments/replies in the Conversations tab, pasting data from a spreadsheet (like Excel) will insert it as plain text. While you can insert an Excel file as an attachment, it would be hugely he read more
Reply Idea Conversations Tickets
66 upvotes
18 Replies
Hawk-Steve
Top Contributor
December 21, 2023
Hey all, Adding my vote to this, but also adding a half-way solution I stumbled across as I was fiddling. The note body can be altered by HTML, so...read more
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