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SRoberts
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Feb 5, 2021
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Stacey Roberts

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SRoberts on February 22, 2024
Limit the creation of new quotes to certain deal stages
Now that it's possible to limit the creation of new deals to a single deal stage, restrict skipping stages and backwards movement, it would be great if we also had the ability to restrict quote creation to certain deal stages or once certain proper read more
Reply Idea Deals Products and Quotes
14 upvotes
5 Replies
Solved
SRoberts on October 03, 2023
Transfer Certificates
Hi HubSpot, I'm trying to transfer my certifications from s.roberts87@hotmail.co.uk to my new account stacey.roberts@esmgroup.com For some reason I'm not receiving the confirmation email even though the website let me know that it has sent it. read more
Reply Discussion Inbound Certification
0 upvote
2 Replies
SRoberts
Member | Diamond Partner
September 04, 2023
Reply to Meeting record deleted from calendar
We have this issue as well. We also have the opposite issue where internal/personal meetings have been logged in HubSpot via the Outlook integration ...read more
SRoberts
Member | Diamond Partner
June 14, 2023
Reply to quote based trigger for "published"
Great idea. It would also be helpful to be able to report on Quote status alongside Contacts, Deals, Line Items etc. For example, the number of Conta...read more
SRoberts on March 08, 2023
Ability to choose format for calculation properties in reporting
We have quite a few properties which calculate the difference between two dates. When these are included in a report and exported the values always default to hours. This leads to quite a lot of manual formula work within Excel to get these valu read more
Reply Idea Dashboards & Reports Marketing Reporting Properties Sales Reporting
9 upvotes
1 Reply
SRoberts on February 03, 2023
Report filter option - Last Updated By User ID - for every property
It would be great if, along with the 'updated in the last x days' option on property filters in reporting, we could also filter on 'last updated by user ID'. We have a very large database and we need to hold our users accountable for keeping the read more
Reply Idea Contacts & Companies
6 upvotes
0 Reply
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