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GeorgieL
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Membre depuis ‎mai 5, 2021
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  • Mentions J'aime ajoutées
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amoa le Février 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 Lire la suite
Répondre Idée Lists Sales Documents Sales Reporting Workflows
176 Mentions J'aime
40 Réponses
GeorgieL
Participant
Février 10, 2022
This is definitly needed. We want to see which documents contribute to a sale.
nicolerohrer le Mai 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 Lire la suite
Répondre Idée Products & Quotes
270 Mentions J'aime
140 Réponses
GeorgieL
Participant
Novembre 29, 2021
Yes! upvote, we need shorter periods like weekly. Please!
IVLEAD2019 le Juillet 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 Lire la suite
Répondre Idée Sales Reporting
118 Mentions J'aime
34 Réponses
GeorgieL
Participant
Juillet 30, 2021
Up voting as well. This small feature is a real necessity to graining insights into how the business is performing.
Résolues
AMElam le Mai 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 Lire la suite
Répondre Discussion Enterprise
1 Mention J'aime
2 Réponses
GeorgieL
Participant
Mai 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 le Juin 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 Lire la suite
Répondre Idée Contacts & Companies Sales Email Extensions & Add-Ins
205 Mentions J'aime
91 Réponses
GeorgieL
Participant
Mai 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...Lire la suite
tduroyon le Mai 29, 2020
You don't have permission to see this report
Hi, I am the super admin and sole user of my free version of Hubspot. I have created a dashboard on website visit, landing total page view, landing by most total view (all reports extracted from the marketing dahsboard) I have a message saying : Lire la suite
Répondre Discussion Sales Dashboard
1 Mention J'aime
20 Réponses
GeorgieL
Participant
Mai 05, 2021
I am also having this issue but the company is on the Professional level. If I or others try to download a report it says You don't have access to ex...Lire la suite
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