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JLiss
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Member since ‎May 12, 2021
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  • Upvotes Given
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  • Upvotes Received
    17
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Jon Liss

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Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
231 upvotes
77 Replies
JLiss
Member
February 01, 2022
This is a feature that we are in need of, would like to see this reviewed.
maximilianq on December 30, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means read more
Reply Idea Deals
438 upvotes
133 Replies
JLiss
Member
January 07, 2022
Curious to know where this is at.
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
151 upvotes
49 Replies
JLiss
Member
January 05, 2022
Curious what the timeline is for this. Counting Quotes manually is less than ideal.
JLiss on September 17, 2021
Scheduling Analytics Exports
We would like to be able to schedule exports for analytics in Excel or CSV. As it is currently not possible to export dashboards in these formats, being able to schedule these exports would be useful to us.
Reply Idea Analytics Tools
1 upvote
0 Reply
gorand on November 06, 2017
Export dashboard report data to CSV, XLS or XLSX format
Hi HubSpot team, When I tried to export data from Session Country report in Web Analytics Dashboard , I realized that data can be exported: just in PDF, PPTX or ZIP format just on dashboard level (it is not possible to export just one repo read more
Reply Idea Marketing Reporting
97 upvotes
40 Replies
JLiss
Member
September 17, 2021
Very disappointing to see that this has been changed to not planned.
bcg on July 31, 2019
Log Linkedin Inmail and Connect Requests on Contact record
Hi all! For those of us using Linkedin's Sales Navigator integration for Hubspot... We would like to be able to see 'Linkedin Inmails' and 'Linkedin Connect Requests' in the contact activity feed in Hubspot. We can currently initi read more
Reply Idea Integrations
209 upvotes
59 Replies
JLiss
Member
September 13, 2021
This would make the Sales Nav integrations much more useful.
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