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davidoudiette
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Miembro desde ‎sep 7, 2017
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aadame en Noviembre 21, 2017
filter contacts by sequence enrollment
filters/sequences Is there a way I can look up contacts that I own that are on a particular sequence? or can I filter sequences to show only contacts that i own? I would like to know where my contact are in a particular sequence or be able to so Leer más
Responder Idea Contacts & Companies Sequences
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davidoudiette
Participante
May 09, 2018
Agreed. More generally, there should be more filtering options on SALES data in the contact page. Filtering based on marketing behaviour is fairly sa...Leer más
tscott en Noviembre 14, 2017
Customize the Tasks Columns
In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show Leer más
Responder Idea Tasks
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davidoudiette
Participante
May 09, 2018
When looking at the task list, it would be helpful if more information about each task could be displayed, especially in the case of a call : Na...Leer más
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SeanT en Agosto 18, 2017
How do I see all contacts with a bounced email?
How do I see all contacts with a bounced email in the Hubspot CRM?
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davidoudiette
Participante
Marzo 14, 2018
That only works for marketing emails.
davidoudiette en Noviembre 27, 2017
Sales Pipeline Won/Lost Per Deal Stage
I've been using the HubSpot Pipeline report for a while, but I think it's badly designed and doesn't clearly reflect the information it should. For example, it's very hard to trace back the source of closed lost deals without creating multiple r Leer más
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davidoudiette
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Enero 21, 2018
@edjusten The whole point is that it's a pain in the ass to have several reports for all scenarios instead of one summary graph.
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MattLM en Noviembre 01, 2017
Deal Stage funnel
Hi all Sorry if this is posted elsewhere but, I cant find it. It seems the dealstage funnel is only worth looking at if every one of your deals enters through all of the stages. Is there a way to make it representative of deals at each stage i Leer más
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davidoudiette
Participante
Diciembre 18, 2017
There isn't. I created another post with a suggestion taken from a competitor that I wish HubSpot would consider. If you think it makes sense, you ca...Leer más
davidoudiette en Noviembre 27, 2017
Sales Pipeline Won/Lost Per Deal Stage
I've been using the HubSpot Pipeline report for a while, but I think it's badly designed and doesn't clearly reflect the information it should. For example, it's very hard to trace back the source of closed lost deals without creating multiple r Leer más
Responder Idea
28 Me gusta
14 Respuestas
davidoudiette
Participante
Enero 21, 2018
@edjusten The whole point is that it's a pain in the ass to have several reports for all scenarios instead of one summary graph.
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