プロフィール

KTravison
メンバー | Elite Partner
コミュニティー参加日: ‎4 5, 2021
  • ベストアンサー数
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  • 件の返信
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  • いいね!した数
    17
  • いいね!獲得数
    0
  • ご意見・ご提案
    0

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Kristen Travison

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アクティビティ

AHudson 5月 07日, 2021
When using analytic tools, or default HS reports, you are unable to customize the color. Dashboards appear messy and disorganized when the scheme is not consistant. Perhaps being able to edit the color scheme for an entire dashboards reports would 続きを読む
メンバー | Elite Partner
11月 15日, 2021
Similar to this, when creating reports for comparison purposes it would be great if you could set a certain segment to consistently be the same color...続きを読む
Ruben_tB 9月 10日, 2020
With workflows you have the option to add a description. Which is super useful if you want to give explantion or context to a complex workflow. However, the description itself is quite hidden. You have to click twice to see it - More > Descr 続きを読む
12 いいね!
4 コメント
メンバー | Elite Partner
10月 14日, 2021
I agree with this -- the description is difficult to find. It also should be on more workflows than just Contact-based workflows. If I create a Deal-...続きを読む
annemarien 8月 26日, 2020
We've conducted an internal review of properties and one of the needs was to see the values in dropdowns/checkboxes, and the only way was to manually copy out the values. Would be useful to be able to export them instead. Also do you need an ide 続きを読む
251 いいね!
55 コメント
メンバー | Elite Partner
9月 23日, 2021
I agree this seems like a fairly simple/very useful functionality. For example, I'm trying to clean up the property names that we have listed for a ...続きを読む
Kim_GP 7月 24日, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w 続きを読む
334 いいね!
140 コメント
メンバー | Elite Partner
7月 20日, 2021
This should absolutely be a setting that can be adjusted at the company level depending on sales cycle length. It's very tedious for the sales team t...続きを読む
Brandonbaker 9月 17日, 2018
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) 続きを読む
764 いいね!
214 コメント
メンバー | Elite Partner
7月 01日, 2021
This should definitely be moved to a higher priority in the update queue given a. how many people have been requesting it, and b. the fact that your ...続きを読む
kristen_sb 6月 07日, 2018
HubSpot's Lifecycle is incredibly limited - we don't run our business against these very general and limited value. We have a custom field we have created for our own marketing lifecycle and use automation to set this field value based on diffe 続きを読む
195 いいね!
46 コメント
メンバー | Elite Partner
4月 16日, 2021
I agree that building funnel reports and conversion data off of more than just the lifecycle stages is crucial. Especially for Enterprises with long ...続きを読む
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