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JRoyle
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Mitglied seit ‎Apr 6, 2021
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maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Antworten Idee Forms
564 Likes
177 Antworten
JRoyle
Teilnehmer/-in
August 31, 2022
Is there any update to this? It has been well over a year and this would be super helpful
JRoyle on Mai 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 Beitrag ansehen
Antworten Idee Activity Feed Integrations Workflows
0 Likes
0 Antwort
JRoyle on Mai 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.
Antworten Diskussion
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3 Antworten
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 Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
198 Likes
77 Antworten
JRoyle
Teilnehmer/-in
März 23, 2022
Last post is from 2020. How do you not have rolling date options for reporting for future. You have some past but no future and that is critical for ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
198 Likes
77 Antworten
JRoyle
Teilnehmer/-in
März 23, 2022
Last post is from 2020. How do you not have rolling date options for reporting for future. You have some past but no future and that is critical for ...Beitrag ansehen
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JRoyle on Juli 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.
Antworten Diskussion Enterprise
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2 Antworten
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