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CFetterly
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Member since ‎Feb 28, 2021
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Chris Fetterly

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Activity

NinaKovari on August 23, 2019
Expanding Company Relation Hierarchy
We do a lot of business with international companies that have various branches across the globe. It would be useful to be able to associate these branches with each other through a "sister" or "related" company relationship, similar to the parent/c read more
Reply Idea Contacts & Companies
13 upvotes
6 Replies
CFetterly
Participant
July 23, 2021
Definitely needed. We want to track investors, stakeholders, advisors, and more.
Solved
OliviaB on November 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
Reply Discussion CRM
35 upvotes
45 Replies
ajacobsmeyer
Participant
June 16, 2022
Yeah, unfortunately, I ran into the same issue and forgot to update here. I have tried working with Hubspot support but no one could help me figure i...read more
FlywheelKinetic on January 19, 2019
Set Custom Goals
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a read more
Reply Idea Deals Sales Reporting
114 upvotes
46 Replies
ATomlinson25
Member
May 24, 2022
Yes I agree, the goals functionality is great, but we need to set goals based on margins/commissions, not the whole revenue.
Solved
CFetterly on March 24, 2021
Lead status not showing all available options
Hi, I have created custom lead status options and they are not all appearing in the company side record bar. When I click the dropdown arrow, several are missing. These are the leads I'm expecting to see:   The current lead status' that ar read more
Reply Discussion Professional Sales
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 24, 2021
Hi @CFetterly , Could you first check if you've updated the property on the correct object? HubSpot has a Lead status property for contacts ...read more
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