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KLaubmeier
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Member since ‎Jan 20, 2021
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Krista Laubmeier

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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 read more
Reply Idea Sales Reporting
188 upvotes
54 Replies
KLaubmeier
Member
January 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...read more
Capslock on October 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 read more
Reply Idea Academy Deals
2 upvotes
1 Reply
KLaubmeier
Member
October 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...read more
doyleslayton on June 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 read more
Reply Idea Contacts & Companies Deals
49 upvotes
16 Replies
KLaubmeier
Member
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...read more
Hawk-Steve on February 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 read more
Reply Idea Contacts & Companies Forms
277 upvotes
110 Replies
KLaubmeier
Member
February 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...read more
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 read more
Reply Idea Calling Meetings Tasks
391 upvotes
121 Replies
KLaubmeier
Member
February 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...read more
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