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OCogan
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コミュニティー参加日： ‎1 28, 2021
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Olly Cogan

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アクティビティ

KMarwah 10月 11日, 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.
返信 アイデア Deals
4 いいね！
1 コメント
OCogan
メンバー
10月 11日, 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...続きを読む
Rangrachel 6月 03日, 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 続きを読む
返信 アイデア Products and Quotes
132 いいね！
64 コメント
OCogan
メンバー
2月 27日, 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...続きを読む
lnoel 3月 23日, 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 続きを読む
返信 アイデア Contacts & Companies Tasks
47 いいね！
44 コメント
OCogan
メンバー
2月 01日, 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...続きを読む
Rangrachel 6月 03日, 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 続きを読む
返信 アイデア Products and Quotes
132 いいね！
64 コメント
OCogan
メンバー
2月 27日, 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...続きを読む
Siddall 6月 22日, 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 続きを読む
返信 アイデア Lists Sales Reporting
282 いいね！
170 コメント
OCogan
メンバー
10月 01日, 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. ...続きを読む
Siddall 6月 22日, 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 続きを読む
返信 アイデア Lists Sales Reporting
282 いいね！
170 コメント
OCogan
メンバー
10月 01日, 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. ...続きを読む
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