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HHunt1
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Harry Hunt

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VagaeNatus on Fevereiro 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 Leia mais
Responder Idéia Deals Tasks Workflows
30 avaliações positivas
9 Respostas
HHunt1
Membro
Janeiro 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:...Leia mais
03874 on Novembro 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 Leia mais
Responder Idéia Dashboards & Reports Marketing Reporting
1 avaliações positivas
1 Respostas
HHunt1
Membro
Dezembro 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...Leia mais
bencefarkas on Março 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 Leia mais
Responder Idéia Deals Sales Reporting
213 avaliações positivas
88 Respostas
HHunt1
Membro
Novembro 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...Leia mais
Sara on Maio 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 Leia mais
Responder Idéia Meetings
388 avaliações positivas
171 Respostas
HHunt1
Membro
Outubro 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...Leia mais
HHunt1 on Setembro 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 Leia mais
Responder Idéia Dashboards & Reports
0 avaliações positivas
0 Respostas
brittanyCP1 on Maio 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 Leia mais
Responder Idéia Sales Reporting
52 avaliações positivas
15 Respostas
HHunt1
Membro
Setembro 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...Leia mais
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