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benphillips on Januar 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 ( Beitrag ansehen
23 Antworten
Mai 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 f...Beitrag ansehen
SSetna on Juni 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 Beitrag ansehen
10 Antworten
Mai 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 a...Beitrag ansehen
daviddemres on Februar 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 Antworten
Mai 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 ...Beitrag ansehen
jmadore on März 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 Beitrag ansehen
49 Antworten
März 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 o...Beitrag ansehen
tiffanyayeh1 on Dezember 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 Beitrag ansehen
2 Antworten
Februar 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 as...Beitrag ansehen
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 Beitrag ansehen
20 Antworten
Februar 07, 2022
Bumping. This would be helpful to us as well
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