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JRoux4
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Member since ‎Mar 16, 2021
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    4

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JRoux4
Participant
April 28, 2025
Reply to New Goal Feature - Adding Leads as an Object to set Goals
Yes please! We need to set lead creation goals for our Marketing team
JRoux4 on February 21, 2025
Custom Sorting for Report Values
Who: Executives, Sales Management, Sales Reps, Revenue Operations Goal: To ensure consistency in reporting by having control over the order in which values (e.g., ‘Won’ vs. ‘Lost’) are displayed in reports. This will help avoid confusion and read more
Reply Idea Analytics Tools Dashboards & Reports
1 upvote
0 Reply
JRoux4
Participant
June 21, 2023
Reply to Allow "entered stage date" in Custom Report Builder
Same issue here - ideally we'd need the properties included in Workflows too. Any news?
JRoux4 on May 30, 2023
Add granularity in user export permissions
Context : For data enriching and outbound initiatives, our sales team needs to be able to export the company records they are assigned to. However, at the moment, enabling the Export setting allows reps to export ALL records they are assigned to, i read more
Reply Idea Account Settings
6 upvotes
0 Reply
JRoux4
Participant
May 09, 2023
Reply to Pipeline with conditional mandatory properties
This feature is much needed. I hope you'll add it to your product roadmap soon
JRoux4 on December 23, 2021
Issue with Mandatory fields in Deals
Hi everyone, We noticed an issue with the Mandatory fields in Deal objects, resulting in inconsistencies in the data recorded in Hubspot. Our Sales team is prompted to fill in some mandatory properties when creating deals and some other sta read more
Reply Idea Deals
1 upvote
0 Reply
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