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KLaubmeier
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JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Beitrag ansehen
Antworten Idee Sales Reporting
186 Likes
52 Antworten
KLaubmeier
Mitglied
Januar 31, 2023
This is a very basic and important feature that's missing from reporting. Yes, we have individual business development contributors, but we need to s...Beitrag ansehen
Capslock on Oktober 26, 2020
Files uploaded via HS Forms to be synced to associated deal record
We use Hubspot to manage enrollment workflows as an education institution. Prospective students upload their CV on an initial application form (HS Form). We would like to add this file upload to the associated deal record, as we use it for assessin Beitrag ansehen
Antworten Idee Academy Deals
2 Likes
1 Antwort
KLaubmeier
Mitglied
Oktober 08, 2021
Yes, we need this too! Our customers upload PDF files on our web forms. We have a workflow that creates a deal based on the web form, but those uploa...Beitrag ansehen
doyleslayton on Juni 19, 2020
Buying Roles as a Deal Property rather than a Contact Property
We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to a Contact Beitrag ansehen
Antworten Idee Contacts & Companies Deals
49 Likes
16 Antworten
KLaubmeier
Mitglied
August 09, 2021
Yes, HubSpot, please allow us to designate contact roles per deal , not per company or contact. We often work on multiple projects (Deals) for custo...Beitrag ansehen
Hawk-Steve on Februar 05, 2019
Company fields in forms
My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs. What I find strange is that we can only Beitrag ansehen
Antworten Idee Contacts & Companies Forms
277 Likes
110 Antworten
KLaubmeier
Mitglied
Februar 02, 2021
I am very interested in incorporating deal and company properties in forms. If there is a beta version available for either of these features, please...Beitrag ansehen
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Beitrag ansehen
Antworten Idee Calling Meetings Tasks
390 Likes
120 Antworten
KLaubmeier
Mitglied
Februar 01, 2021
Upvote! Yes, would like to add more columns to the Task lists so we can sort based on other criteria, including custom properties. Also, some abi...Beitrag ansehen
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