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JRoyle
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Member since ‎Apr 6, 2021
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  • Upvotes Received
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Jennifer Royle-Jones

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Activity

JRoyle on May 23, 2022
Slack alerts on activities with details
I am using workflows to alert teams of activities happening on deals in real-time. It would be great if the details of that activity could be in the alert to prevent them to have to go to the record to look for the details. Right now there is no way read more
Reply Idea Activity Feed Integrations Workflows
0 upvote
0 Reply
JRoyle on May 04, 2022
Is it possible to duplicate a custom object
We had a developer create a custom object for us. Is there a way to duplicate it? I want to use it so I can have a good board view of our leads.
Reply Discussion
0 upvote
1 Reply
webdew
Guide | Diamond Partner
May 04, 2022
Hi @JRoyle , Custom Object is an entity just like Contacts and Companies, you cannot duplicate it. Hope this helps! If we were able to answer ...read more
karinamariotti on November 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Reply Idea Contacts & Companies Sales Reporting
170 upvotes
66 Replies
JMcGarvey
Member
June 09, 2022
This feature is definitely still needed!!
karinamariotti on November 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Reply Idea Contacts & Companies Sales Reporting
170 upvotes
66 Replies
JMcGarvey
Member
June 09, 2022
This feature is definitely still needed!!
Solved
JRoyle on July 19, 2021
Is there anything additional to add on to hubspot to allow for additional goals or reporting?
Is there anything additional to add on to hubspot to allow for additional goals or reporting? Looking to add additional goals around specific properties we have.
Reply Discussion Enterprise
0 upvote
2 Replies
webdew
Guide | Diamond Partner
July 20, 2021
Hi @JRoyle , If you are looking for some external app to integrate with your HubSpot account for reporting then you can look for these apps on ...read more
JRoyle on July 12, 2021
Contracts and Documents Ability to Pre-Filled
There should be the ability to put in contracts and other documents like deal reviews so that we can run these with properties on the deal when you click to do so, rather so than having to do this in a google doc or something and having to double ty read more
Reply Idea Sales Documents
0 upvote
0 Reply
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