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HHunt1
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Harry Hunt

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VagaeNatus on Februar 27, 2019
Require task completion before deal move forward in pipeline
We need to control that a certain set of tasks is completed before a deal moves forward to the next stage in a pipeline. Currently, we can create new tasks for each new stage reached but we can't control that those tasks are completed before moving Beitrag ansehen
Antworten Idee Deals Tasks Workflows
30 Likes
9 Antworten
HHunt1
Mitglied
Januar 10, 2024
I need similar to this, but rather than task completion, I need the ability to add a note to the deal record when moving to a new stage. Example:...Beitrag ansehen
03874 on November 03, 2023
Your funnel reports need work - filter by standard date properties.
hey when you put a contact funnel report on a dashboard and try to filter by the create date property using the dashboard filters you get this ridiculous issue of the report being filtered by the became date of the first stage. Worst part is you Beitrag ansehen
Antworten Idee Dashboards & Reports Marketing Reporting
1 Likes
1 Antwort
HHunt1
Mitglied
Dezember 10, 2023
Upvote. My issue with funnel reports is that there is no date property within the chart setup, it is all based on 'create date' (I think), so you hav...Beitrag ansehen
bencefarkas on März 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Beitrag ansehen
Antworten Idee Deals Sales Reporting
213 Likes
88 Antworten
HHunt1
Mitglied
November 28, 2023
@scottfox are you a super admin? If so, the note below the pipeline rules tab says the rules don't apply. I had this concern when I first enabled t...Beitrag ansehen
Sara on Mai 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Beitrag ansehen
Antworten Idee Meetings
388 Likes
171 Antworten
HHunt1
Mitglied
Oktober 20, 2023
@MParham unfortunately 'booking on behalf' is only available to paid users with a seat, so our call handlers that book appointments for the sales t...Beitrag ansehen
HHunt1 on September 20, 2023
The ability to create Excel style combination charts in HubSpot
The sales team in our business have to go out and assess a customer before we can bring them into our service. I therefore report on their conversion rates from assessment > signed up, and assessment > lost. It's not as simple as analysin Beitrag ansehen
Antworten Idee Dashboards & Reports
0 Likes
0 Antwort
brittanyCP1 on Mai 07, 2020
Averages In Reporting
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca Beitrag ansehen
Antworten Idee Sales Reporting
52 Likes
15 Antworten
HHunt1
Mitglied
September 08, 2023
We have a sales pipeline for our existing customers, and we really need to know the average time between a customer's (deal's) start date property an...Beitrag ansehen
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