Profil

JFinnegan
Teilnehmer/-in
Mitglied seit ‎Feb 3, 2021
Nachricht senden
  • Lösungen
    0
  • Antworten
    1
  • Likes vergeben
    2
  • Likes erhalten
    3
  • Ideenforum
    2

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Jo Finnegan

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

elihermans on Mai 03, 2019
Create approval workflow depending on discount
Hi, Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. It would be usefull, if a discount is added to a quote, the approv Beitrag ansehen
Antworten Idee Products & Quotes
66 Likes
20 Antworten
JFinnegan
Teilnehmer/-in
Januar 19, 2022
Hi Is there any update to this idea. Every other property is avialble to select in a Quote based workflow with the exception of %'s. This surel...Beitrag ansehen
JFinnegan on Dezember 16, 2021
Quote Unit Discount % to surface to a Property
It would be so valuable to surface the unit discount % that has been applied in quotes to a custom property. This porterty that can be used in a Quote workflows, to trigger tasks for Sales Managers to review based on the % level. This will prov Beitrag ansehen
Antworten Idee Products and Quotes
0 Likes
0 Antwort
Gelöst
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Antworten Diskussion Sales Dashboard
6 Likes
14 Antworten
JFinnegan
Teilnehmer/-in
Oktober 11, 2021
This is a key but basic metric used by Revenue/Sales Ops which Im have to measure on a google doc.... not cool
SreeBalaji on Mai 09, 2018
Task Creation & Completion date visibility
Tasks are created to followup any customer on right time. However, we need to track when the task was created and when it was completed. So that, we can analyze the performance of tasks with various customers. Task Creation Date: Task Comp Beitrag ansehen
Antworten Idee Contacts & Companies Tasks
87 Likes
27 Antworten
JFinnegan
Teilnehmer/-in
März 31, 2021
I really need the abilty to view the time it takes to action a tasks, adding a time stamp would be so beneficial We are able to report on the time i...Beitrag ansehen
JFinnegan on März 03, 2021
Creating a Task on the basis of an email being opened via a sequence
It would be great if taks in sequences could be triggered by activity on emails that are sent, for example if the email is opened, something is clicked on etc. This fucntionality is avaibale in a Worflow, but I want the emails to come from my sa Beitrag ansehen
Antworten Idee Sequences
2 Likes
0 Antwort
apetrini on März 05, 2019
Add an 'OR' option to Filters in Views Reports
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor Beitrag ansehen
Antworten Idee Sales Reporting
183 Likes
36 Antworten
JFinnegan
Teilnehmer/-in
Februar 17, 2021
It would make like so much easier if Or was also an option when creating reports. This really should be out of the box fucntionality
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.