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davidoudiette
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Membre depuis ‎sept. 7, 2017
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  • Mentions J'aime obtenues
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aadame le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies Sequences
192 Mentions J'aime
54 Réponses
davidoudiette
Participant
Mai 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...Lire la suite
tscott le Novembre 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 Lire la suite
Répondre Idée Tasks
196 Mentions J'aime
89 Réponses
davidoudiette
Participant
Mai 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...Lire la suite
Résolues
SeanT le Août 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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0 Mention J'aime
8 Réponses
davidoudiette
Participant
Mars 14, 2018
That only works for marketing emails.
davidoudiette le Novembre 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 Lire la suite
Répondre Idée
28 Mentions J'aime
14 Réponses
davidoudiette
Participant
Janvier 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.
Résolues
MattLM le Novembre 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 Lire la suite
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7 Mentions J'aime
18 Réponses
davidoudiette
Participant
Décembre 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...Lire la suite
davidoudiette le Novembre 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 Lire la suite
Répondre Idée
28 Mentions J'aime
14 Réponses
davidoudiette
Participant
Janvier 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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