MGarvey

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Upvotes Given
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Upvotes Received
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Michael Garvey

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Activity

cweimert on May 10, 2021

Create filter for Companies without an open task

It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database.

Reply Idea Tasks

10 upvotes

4 Replies

MRichardson92

Member

June 06, 2022

Much needed feature. It shows overdue tasks on deals as no activity. I just want to see deals where there is truly no overdue activity.

hollybo on January 24, 2020

Exclude weekend due dates when creating Tasks in Workflows

Wouldn't it be great to have an option to have tasks created from a workflow, "skip" weekends when assigning due date? I have my tasks setup to be due 1 day from creation at 5PM. Our response goal is 1 business day. So if I could get these tasks to read more

Reply Idea Tasks Workflows

35 upvotes

10 Replies

MLuisGarcia

Member

July 08, 2022

We found the same issue... Hope they will implemented it soon.

CArcher on August 25, 2021

Include All Pipelines Option in Historical Snapshots Report

The Historical Snapshots report is very helpful for determining how our pipeline has changed month-to-month. The only limitation is that you can't view all your pipelines, in aggregate, in one Historical Snapshot report. We have multiple (5) pipelin read more

Reply Idea Analytics Tools Dashboards & Reports Deals Sales Reporting

10 upvotes

5 Replies

aandrus

Member

July 01, 2022

Seems like this should be a default function. Would be very helpful.

hannahdavidian on January 23, 2020

Embed HubSpot Dashboard

It seems like something that would be a standard feature, but our company thinks it is essential to be able to embed HubSpot dashboards in external sites. For example, we have a centralized reporting system which we use a published link to embed ext read more

Reply Idea Integrations Marketing Reporting

64 upvotes

17 Replies

SSahai2

HubSpot Product Team

April 01, 2022

Hello We are actively looking into how we can allow custers to embedd reports and dashboards externally. We are currently looking to speak and inte...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

MSchütz

Participant

February 09, 2022

Yes, also I would like to be able to have the e-mail´s topic mentioned in the internal notification mail. Or the sender´s e-mail adress, so I can qui...read more

GLR on December 13, 2017

Company and contact info mandatory to create a DEAL

Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more

Reply Idea Contacts & Companies Deals

469 upvotes

184 Replies