Member since ‎Jan 12, 2021
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Suzanne Pellicer

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benphillips on January 12, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to ( read more
23 Replies
May 11, 2022
I need this too. The reports don't work well because they tend to truncate information. Exports at least contain all of the information within a more
SSetna on June 07, 2021
Create a feature that will allow users to alter the size/dimensions for lengthy qualitative fields such as "descriptions" for reports so that all of the information can appear across multiple rows as opposed to only having a limited amount of the in read more
10 Replies
May 11, 2022
I would like this too. I need to have the text wrap to a second line and/or be able to size columns so there is more room for what is important on more
daviddemres on February 03, 2021
It would be helpful to be able to edit and format reports. For example, I would like to show $ values in an attribution report in whole numbers, and/or display in "thousands" to make the chart easier to read.
5 Replies
May 11, 2022
I am trying to create a report to show me the deal name, pipeline name, and most recent note. Because there is so little room in the notes cell, it more
jmadore on March 11, 2020
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
49 Replies
March 23, 2022
Not having the ability to show the entire contract value in the total makes the Hubspot Quotes worthless to us. Virtually all of our clients pay a more
tiffanyayeh1 on December 01, 2020
I'd like to see workflows be able to include both Contact, Deal, and Company properties, especially when they're associated with one another. Right now, you can only select one type of workflow like a Deal triggered workflow and only Deal tokens sho read more
2 Replies
February 24, 2022
I need this as well. I am trying to use a workflow to create a task so that when a deal closes, a property in the Company is updated.... but these more
cottley on April 23, 2019
To unify a sales team, it would help to include an explainer of what each Deal Stage is used for. By adding a description to the Deal Stage, each salesperson can be clear what the stage is used for. For Example - If Deal Stage 2 is "Phone Needs read more
20 Replies
February 07, 2022
Bumping. This would be helpful to us as well
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