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SRoberts
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Membre depuis ‎févr. 5, 2021
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Stacey Roberts

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SRoberts le Février 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 Lire la suite
Répondre Idée Deals Products and Quotes
2 Mentions J'aime
0 Réponse
Résolues
SRoberts le Octobre 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. Lire la suite
Répondre Discussion Inbound Certification
0 Mention J'aime
2 Réponses
LOBrien le Novembre 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 Lire la suite
Répondre Idée Meetings
56 Mentions J'aime
19 Réponses
SRoberts
Membre
Septembre 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 ...Lire la suite
jlin2045 le Juin 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.
Répondre Idée Workflows
6 Mentions J'aime
5 Réponses
SRoberts
Membre
Juin 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...Lire la suite
SRoberts le Mars 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 Lire la suite
Répondre Idée Dashboards & Reports Marketing Reporting Properties Sales Reporting
3 Mentions J'aime
0 Réponse
SRoberts le Février 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 Lire la suite
Répondre Idée Contacts & Companies
5 Mentions J'aime
0 Réponse
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