MGarvey

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25
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Michael Garvey

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MGarvey

Member

March 09, 2023

Reply to Have a sequential deal number created each time a deal is created

This would be a VERY helpful addition. It's one a the few things our team still has to do manually with an excel sheet.

MGarvey

Member

May 23, 2022

Reply to Create filter for Companies without an open task

This is a much needed feature. I'd like to add a "Deals without scheduled activity" report to our Sales Dashboard.

MGarvey

Member

March 25, 2022

Reply to Exclude weekend due dates when creating Tasks in Workflows

I've had multiple request from within my organization for this feature. Tasks with weekend due dates are causing some issues.

MGarvey

Member

February 15, 2022

Reply to Include All Pipelines Option in Historical Snapshots Report

This would be very helpful for our forecasting.

MGarvey

Member

January 26, 2022

Reply to Embed HubSpot Dashboard

This would be very helpful to our oganization. The ability to embed reports from our Dashboards into Google Slides would save us a lot of double da...read more

MGarvey on January 19, 2022

Additional deal information for internal user notifications.

I've had multiple people request that internal email notification include additional deal information, but I that doesn't seem to be an option I can find. It would MASSIVELY improve our workflow. For example: If one of our employees is @ mention read more

Reply Idea User Notifications

5 upvotes

4 Replies

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