Agree - we are an advisory firm and we are required by regulation to log client reviews. It's great that we can log them as meetings, calls, emails a...Beitrag ansehen
Yes pls. While a lot of meeting outcomes are covered by HS default settings, some are not and being able to add additional outcomes allows us to get ...Beitrag ansehen
@Dylan certainly a need for this. We offer multiple products and I've tried to consolidate them all into one deal ticket but it's beginning to get...Beitrag ansehen
Agree @cmccabe this is needed to help sales teams work more efficiently. For B2C sales a sales person works faster off a Contact list view and ...Beitrag ansehen
I submitted this idea because I want to create a dashboard for my sales staff which I want the system to email out regularly, say once a week. Th...Beitrag ansehen
It's would be best if, like excel, the tables could include a row total to sum each row and the total column row. I don't see the point of only having column totals and letting the user/reader sort out the sum or having to create a second report to s Beitrag ansehen
To be able to show percentages next to number instead of having to build two reports with different display. Probably difficult but would be great nonetheless. Some may want just percentages for row and column totals
The monthly goals feature on the goals charts is helpful. It's a fixed number specificied in when building a report chart. I've taken an average number for the year and working from a cumulative view so it is a straight line. However I noticed becau Beitrag ansehen
For enterprise customers HubSpot should make it's workspace changable in the same way personal investment platforms allows clients to build their own workspace and save it or switch back to HubSpot default workspace. HubSpot's current set up is not Beitrag ansehen
it would be great if the email function of dashboards can include the applied filter. For example if the filter is 'contact owner' it will be helpful to include the contact owner, either in the header/footer on each page or at least the first page. Beitrag ansehen
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