MGarvey

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Michael Garvey

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JasonTisdall on Outubro 29, 2020

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

This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Leia mais

Responder Idéia Deals

95 avaliações positivas

62 Respostas

MGarvey

Membro

Março 09, 2023

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.

cweimert on Maio 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.

Responder Idéia Tasks

27 avaliações positivas

13 Respostas

MGarvey

Membro

Maio 23, 2022

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

hollybo on Janeiro 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 Leia mais

Responder Idéia Tasks Workflows

53 avaliações positivas

15 Respostas

MGarvey

Membro

Março 25, 2022

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

CArcher on Agosto 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 Leia mais

Responder Idéia Analytics Tools Dashboards & Reports Deals Sales Reporting

33 avaliações positivas

11 Respostas

MGarvey

Membro

Fevereiro 15, 2022

This would be very helpful for our forecasting.

hannahdavidian on Janeiro 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 Leia mais

Responder Idéia Integrations Marketing Reporting

127 avaliações positivas

37 Respostas

MGarvey

Membro

Janeiro 26, 2022

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...Leia mais

MGarvey on Janeiro 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 Leia mais

Responder Idéia User Notifications

5 avaliações positivas

4 Respostas

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