Perfil

SRoberts
Miembro
Miembro desde ‎feb 5, 2021
Enviar mensaje
  • Soluciones
    0
  • Respuestas
    0
  • Me gusta otorgados
    284
  • Me gusta recibidos
    152
  • Ideas
    14

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

Stacey Roberts

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

SRoberts en Febrero 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 Leer más
Responder Idea Deals Products and Quotes
1 Me gusta
0 Respuestas
Resuelta
SRoberts en Octubre 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. Leer más
Responder Conversación Inbound Certification
0 Me gusta
2 Respuestas
LOBrien en Noviembre 02, 2021
Meeting record deleted from calendar
Currently, if a meeting is booked through the meeting tool in HS, it will be associated with a contact and placed in the Sales Reps Outlook (or Gmail) Calendar. However, if the meeting is cancelled and the Sales Rep removes the meeting from their Ou Leer más
Responder Idea Meetings
55 Me gusta
19 Respuestas
SRoberts
Miembro
Septiembre 04, 2023
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 ...Leer más
jlin2045 en Junio 14, 2023
quote based trigger for "published"
It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
Responder Idea Workflows
6 Me gusta
5 Respuestas
SRoberts
Miembro
Junio 14, 2023
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...Leer más
SRoberts en Marzo 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 Leer más
Responder Idea Dashboards & Reports Marketing Reporting Properties Sales Reporting
3 Me gusta
0 Respuestas
SRoberts en Febrero 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 Leer más
Responder Idea Contacts & Companies
5 Me gusta
0 Respuestas
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas:
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • 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.