KNickolay

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Kara Nickolay

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KNickolay en Abril 09, 2024

"Weighted Forecast Category" Sales Report

Our team is utilizing the "Forecast Amount Legacy" where we set the forecast category and probability within a workflow. We see that the two main weighted reports you can pull in "Sales Analytics" would be "Weighted Forecast Category" and "Weighted Leer más

Responder Idea Sales Reporting

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0 Respuestas

zbrajnovic en Septiembre 18, 2019

Replace email verification for eSignature with unique URL

Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t Leer más

Responder Idea Products & Quotes

104 Me gusta

36 Respuestas

KNickolay

Participante

Noviembre 16, 2023

I agree with everything above and hope that this idea gets implemented. I think that the original ask of having the verification turned off is so nee...Leer más

egp19 en May 29, 2020

Calculated properties for Products

Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates Leer más

Responder Idea Products and Quotes

254 Me gusta

67 Respuestas

KNickolay

Participante

Julio 27, 2023

Has there been an update on this roadmap? This is such a need for our company!

danslb en Diciembre 13, 2019

Allow file upload during ticket creation

When creating the support ticket, the Upload File property does not allow uploading a file from PC. I would like to request that this feature be added.

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14 Respuestas

KNickolay

Participante

Julio 27, 2023

We would love to see this ability! We have had to do custom forms rather than use the native HubSpot ticket creation to alleviate this requirement --...Leer más

margo_northcutt en Marzo 08, 2018

Filter Deals by associated Products

Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem Leer más

Responder Idea Deals

240 Me gusta

72 Respuestas

KNickolay

Participante

Julio 20, 2023

This would be a huge win for our company -- we have had to do so many workarounds with workflows and copying data back and forth to make this semi-fu...Leer más

caroline_at_hv en May 17, 2017

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were Leer más

Responder Idea Contacts & Companies Marketing Reporting

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107 Respuestas

KNickolay

Participante

Julio 20, 2023

We would love to see this! This reporting limitation is why our business completely re-did how leads come into our system because you cannot report o...Leer más

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