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TCoppen
Member | Partner
Member | Partner
Member since ‎Mar 25, 2021
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  • Upvotes Given
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  • Upvotes Received
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Thomas Coppen

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jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
98 Replies
TCoppen
Member | Partner
March 09, 2022
Few other feeds on this asking for the same thing. This has the most votes, please address hubspot. We have been waiting on this for 2 years now. At ...read more
TCoppen on May 24, 2021
Recurring revenue amount in multiple currencies
Currently recurring revenue amounts are only available in the account default currency. We need it optional for mutliple curencies just like the deal amount
Reply Idea Deals
4 upvotes
1 Reply
TCoppen on May 21, 2021
Allow Variable Monthly Goals on Reports
Currently report monthly goals are fixed to set monthly increases (see screenshot). Ideally, we want to set goals for each month that varies due to seasonality. We cant use the revenue goal section for this either as that links to a single read more
Reply Idea Dashboards & Reports
44 upvotes
13 Replies
TCoppen on May 13, 2021
Allow the selection of all/multiple pipelines when setting revenue goals
Allow the selection of all/multiple pipelines when setting revenue goals. You are forced to enter one pipeline here
Reply Idea Sales Reporting
0 upvote
0 Reply
andrewdavis_SF on June 24, 2020
Delay until Date & Time Workflow Action
I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts read more
Reply Idea Workflows
137 upvotes
70 Replies
TCoppen
Member | Partner
April 13, 2021
@mprofile its not the enrolment date that we need its delaying steps within the workflow untill a particular date. At present we run a number of we...read more
andrewdavis_SF on June 24, 2020
Delay until Date & Time Workflow Action
I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts read more
Reply Idea Workflows
137 upvotes
70 Replies
TCoppen
Member | Partner
April 13, 2021
@mprofile its not the enrolment date that we need its delaying steps within the workflow untill a particular date. At present we run a number of we...read more
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