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IPasarius
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HSUser117 on Juli 05, 2019
Set user restrictions in specific Deal Stages in the Pipeline
We would love to be able to exclude AEs from moving deals to a few stages in Sales pipeline. In short, it will be great to have one person, such as our VP of Sales, to be the gatekeeper in deciding which deals should move to Closed Won and the stage Beitrag ansehen
Antworten Idee Account Settings
82 Likes
25 Antworten
IPasarius
Mitglied
Juni 21, 2023
Really helpfull. This way only managers could edit deals in won stages and sales team will not mess with closed deals.
kaylasdi on Februar 13, 2020
Property Field Type - Percentage
It would be very beneficial to have a property field type that is a percentage for calculations. We are attempting to use a percentage as a "Confidence Factor" that the sales rep fills in based on how likely they feel they will win a sale. This woul Beitrag ansehen
Antworten Idee Deals
96 Likes
27 Antworten
IPasarius
Mitglied
Oktober 29, 2022
Yes please, it's simply as formatting 0,20 to 20% .
IPasarius on Oktober 06, 2022
Certain KPI as #CountOfLeads should appear on dashboard regardless object permisions
For instance, I want to share a report to my CEO showing the lead growth on the database using count of deals but as he does not have acces to these contacts in the CRM he cannot see any data. I know that I can schedule emails with the report, but Beitrag ansehen
Antworten Idee Dashboards & Reports
0 Likes
0 Antwort
Jacob02 on April 01, 2021
Forms in Custom Report Builder
Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi Beitrag ansehen
Antworten Idee Analytics Tools Dashboards & Reports Forms Marketing Reporting
374 Likes
91 Antworten
IPasarius
Mitglied
September 27, 2022
Yes please, form metrics data it's really important for marketers, would be awsome to add some nice filtering options there based on submissions.
Peterson on Februar 24, 2020
Export Workflow History
It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc.
Antworten Idee Workflows
197 Likes
43 Antworten
IPasarius
Mitglied
Juli 04, 2022
Totally a need. Specially when you need to check for errors.
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