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OCogan
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Membre depuis ‎janv. 28, 2021
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Olly Cogan

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Activité

KMarwah le Octobre 11, 2022
changing a Close Date should create an entry in activity log
Whenever 'Close Dates' are changes it should be listed as an entry in the activity log for that specific deal.
Répondre Idée Deals
4 Mentions J'aime
1 Réponse
OCogan
Membre
Octobre 11, 2022
Absolute no-brainer, U cannot quite believe this doesn't imprint a simple log in the activity log, so can quickly and easily see in timeline when a c...Lire la suite
Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be Lire la suite
Répondre Idée Products and Quotes
133 Mentions J'aime
64 Réponses
OCogan
Membre
Février 27, 2022
The fact that this basic functionality doesn't exist is an example of HunSpot really not knowing it's own product. I'm sorry to say, but this shows H...Lire la suite
lnoel le Mars 23, 2017
Add a comment to a note/email
It would be great to be able to add a comment to a note or an email that has been entered earlier. To create a note and comment chain. I currently use HighRise CRM and one feature I use every day is adding comments to notes or emails in a c Lire la suite
Répondre Idée Contacts & Companies Tasks
47 Mentions J'aime
44 Réponses
OCogan
Membre
Février 01, 2022
It would be a hugely valuabel feature to be able to comment on emails in Deals or just anywhere you see an email. It is really outmoded not being abl...Lire la suite
Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be Lire la suite
Répondre Idée Products and Quotes
133 Mentions J'aime
64 Réponses
OCogan
Membre
Février 27, 2022
The fact that this basic functionality doesn't exist is an example of HunSpot really not knowing it's own product. I'm sorry to say, but this shows H...Lire la suite
Siddall le Juin 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Lire la suite
Répondre Idée Lists Sales Reporting
282 Mentions J'aime
170 Réponses
OCogan
Membre
Octobre 01, 2021
It's quite staggering. I could not put it better myself. HubSpot you will struggle if you don't ultimately understand the value your customers need. ...Lire la suite
Siddall le Juin 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Lire la suite
Répondre Idée Lists Sales Reporting
282 Mentions J'aime
170 Réponses
OCogan
Membre
Octobre 01, 2021
It's quite staggering. I could not put it better myself. HubSpot you will struggle if you don't ultimately understand the value your customers need. ...Lire la suite
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