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MReed3
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Member since ‎Dec 23, 2020
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Megan Reed

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Activity

Trevor on June 20, 2017
Report on call performance and result by time-of-day and day-of-week
Subject says it all. A graph showing frequency of calls and connect rate by time of day and day of the week would be phenomenal.
Reply Idea Calling Sales Reporting
108 upvotes
35 Replies
MReed3
Member
November 11, 2022
Need this today please!
RMullowney on February 02, 2022
Emailto Subject Line Addition in Hubspot interface
I have added a mailto link to a button on one of our emails. In the interface I can sellect the email option from the dropdown, add the email address and a few other options as well. What I would like is to be able to add the subject line to that read more
Reply Idea Marketing Emails
22 upvotes
6 Replies
MReed3
Member
July 29, 2022
Right now you can only do this via an 'insert link' directly to the text. This article outlines how to do it: https://knowledge.hubspot.com/website-...read more
IanHaigh on February 24, 2021
Ability to report on movement of Deals between Stages of multiple Pipelines in a single chart
Currently it is possible to filter a report by when a deal enters a particular deal stage, however this is limited to a single pipeline per chart. It is also limited to a single stage jump. My company's pipelines are setup to move from stage "Qu read more
Reply Idea Deals
12 upvotes
2 Replies
MReed3
Member
August 03, 2021
We also need the ability in the new Advanced Report builder to reference the Deal Entered Stage & Deal Entered Stage Date ASAP. My exampl...read more
sgerrits on January 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
Reply Idea Workflows
291 upvotes
79 Replies
MReed3
Member
March 26, 2021
We also need this ASAP. We are trying to set up a workflow that reminds the sales team to update the meeting type, meeting outcome, add notes from th...read more
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