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GeorgieL
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Member since ‎May 5, 2021
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Georgina Luxford

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amoa on February 10, 2020
Use clicks on Sales Documents as trigger (e.g. for workflow)
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
Reply Idea Lists Sales Documents Sales Reporting Workflows
176 upvotes
40 Replies
GeorgieL
Participant
February 10, 2022
This is definitly needed. We want to see which documents contribute to a sale.
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
270 upvotes
139 Replies
GeorgieL
Participant
November 29, 2021
Yes! upvote, we need shorter periods like weekly. Please!
GeorgieL on September 17, 2021
Locking Parent Companies
Hello, I have been asked to lock the parent company of key accounts so only a select group of people can edit them. Is there any way to do this? I looked team permissions but we don't want teams to only be able to edit their companies as we do a l read more
Reply Discussion Companies CRM Professional
0 upvote
1 Reply
IVLEAD2019 on July 31, 2019
Week by week comparison in reports
Hi everyone, Is anyone else interested in having week by week or month by month comparison for some of their reports? similar to how you compare data on google analytics or any marketing platform. How do you overcome the fact that it doesn't read more
Reply Idea Sales Reporting
118 upvotes
34 Replies
GeorgieL
Participant
July 30, 2021
Up voting as well. This small feature is a real necessity to graining insights into how the business is performing.
Solved
AMElam on May 11, 2021
Connecting Social Media Accounts
Hello - I am wondering if you post directly from FB, Li or Twitter will it still report back to Hubspot? Currently ours does not if we post directly from the social accounts, we thought it did so we just want to make sure there isn't a connectio read more
Reply Discussion Enterprise
1 upvote
2 Replies
GeorgieL
Participant
May 17, 2021
I also want to know this. I swear i remember back in 2019 HubSpot pulled in native posts so I could assign them to a campaign.
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 upvotes
91 Replies
GeorgieL
Participant
May 13, 2021
I have read through the links but this doesn't solve the issue that my team is having with contacts PA ending up in HubSpot because the contact has C...read more
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