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KAbel
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Member since ‎May 19, 2021
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  • Replies
    4
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Kristen Abel

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Activity

Neal on June 12, 2019
Filter results in the Duplicates tool
The duplicates tool is a great addition for finding and addressing duplicates in the CRM. A welcome addition to it, however, would be the ability to filter the results by HubSpot properties so that users can target specific areas. For example: I read more
Reply Idea Contacts & Companies
80 upvotes
23 Replies
KAbel
Participant
April 10, 2024
+1 to this - I briefly could filter by the date discovered which was so valuable as I set up the regular notifications for new duplicates discovered....read more
KRi23 on November 24, 2023
Forecast Tool - ARR and more filtering
Today the forecasting tool is limited to the (weighted) deal amount, we would need ARR. Alternatively, filtering based on products? Additional filters could make it more powerful, e.g. - Individual User - custom deal fields (we have e.g. Industr read more
Reply Idea Products and Quotes Sales Reporting
1 upvote
1 Reply
KAbel
Participant
February 14, 2024
So needed! There's a lot that could get miscontrued by lumping all deal types together to a revenue goal and that's just not the case. If a deal is p...read more
MrBean on June 29, 2023
Filter by Deal type in Forecasting tool
The team loves using the sales forecasting view! Huge hit. Thay'd like to use the HubSpot Default property "Deal Type" as a filter in the Forecasting tool. To measure New Business vs Expansion Thanks!
Reply Idea Dashboards & Reports Deals Sales Reporting
1 upvote
2 Replies
KAbel
Participant
February 14, 2024
Agreed, this would be so valuable. It's important our team can further filter down to which deals can included in the forecasting tool to isolate the...read more
liangsj on July 17, 2022
Overview of All Recurring Emails of Dashboard (And Their Reports)
Submitting on behalf of customer, Steve Fox from Monoprice Hi Team, Currently, there's no central place to find out about the recurring emails that a Hub has, it will be great if there's a way to see ALL of the recurring email setup so read more
Reply Idea Dashboards & Reports
37 upvotes
15 Replies
KAbel
Participant
February 06, 2024
Agree to this - SO necessary as it's high risk without this feature. I'm currently trying to get to the bottom of a reporting issue and without havin...read more
KBoehmer on August 24, 2023
Deals insights should be added to all Deal Views
I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly read more
Reply Idea Deals
86 upvotes
25 Replies
KAbel
Participant
January 09, 2024
Deal insights would be far more valuable to our sales team and revenue team leadership if allowed for additional customization. Insights disapp...read more
shanemoore on November 08, 2023
Insights for new Deal views
new to HS. have created a couple new views from the deals tab (one for current and one for next Q w filters). with the default view of 'all deals' you get the insights information that totals deal info. when i create a new view, that 'banner' goe read more
Reply Discussion CRM
5 upvotes
4 Replies
KAbel
Participant
January 09, 2024
Completely agree here! Adding custom views and saving is a really useful feature so that filters don't have to be added each time. It's tough that in...read more
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