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KLaubmeier
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Membre depuis ‎janv. 20, 2021
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JMaylandOlsen le Avril 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 Lire la suite
Répondre Idée Sales Reporting
186 Mentions J'aime
52 Réponses
KLaubmeier
Membre
Janvier 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...Lire la suite
Capslock le Octobre 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 Lire la suite
Répondre Idée Academy Deals
2 Mentions J'aime
1 Réponse
KLaubmeier
Membre
Octobre 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...Lire la suite
doyleslayton le Juin 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 Lire la suite
Répondre Idée Contacts & Companies Deals
49 Mentions J'aime
16 Réponses
KLaubmeier
Membre
Août 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...Lire la suite
Hawk-Steve le Février 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 Lire la suite
Répondre Idée Contacts & Companies Forms
277 Mentions J'aime
110 Réponses
KLaubmeier
Membre
Février 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...Lire la suite
VagaeNatus le Septembre 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 Lire la suite
Répondre Idée Calling Meetings Tasks
390 Mentions J'aime
120 Réponses
KLaubmeier
Membre
Février 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...Lire la suite
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