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SSears13
Participant | Partner
Member since ‎May 20, 2021
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  • Upvotes Given
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  • Upvotes Received
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Scott Sears

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SSears13 on October 16, 2023
A user should not show on the forecast unless they have goals assigned, this was the case a year ago when we started using forecasting, now with the recent updates all users with a paid seat and a team show up on the forecast. This makes no sense a read more
1 upvote
1 Reply
InmaIID on July 17, 2023
Unfortunately when a user is deactivated (employee left the company), its target/achievement are not part of the forecast functionality anymore . This doesn't make sense, why? Because of the following reasons: - Total achievement (team/compan read more
8 upvotes
3 Replies
Participant | Partner
October 16, 2023
I have found a work around which is to keep the user activated, which uses a paid sales seat and does not make any sense. This issue has been raise ...read more
AMulready on July 15, 2022
At the moment you can't add more team members to an exisiting goal and are required to create a new goal each time. The ability to add a memeber each time would be very handy as it's an available option for all other parts of HubSpot
7 upvotes
3 Replies
Participant | Partner
April 06, 2023
Agree this needs to be addressed. Need to be able to add and remove users from an existinig goal. Right now it appears that if you remove a goal...read more
bsm007 on January 29, 2020
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
332 upvotes
85 Replies
Participant | Partner
April 25, 2022
Workflows do not work as they only happen once the record is created. I need to be able to default fields while the deal record is being created. ...read more
jmcdonald on July 15, 2019
Filtering by company / contact owner would be a great feature. As there are several sales people and you currently have to thumb through all of them to see what is or isn't yours. this would create an easy way to keep the data clean.
53 upvotes
17 Replies
Participant | Partner
January 19, 2022
Agreed, need to be able to filter the records for the manage duplications tool. Tools works well, but is unless when there is 1000 records and 10 d...read more
sharonlicari on July 16, 2021
Hey Community, @karstenkoehler is a high-valued member and a thought-leader of our DACH and EN Communities. Karsten is currently at the top of our leaderboard in both communities and the quality of content that Karsten has consistently read more
11 upvotes
51 Replies
Participant | Partner
July 20, 2021
Appreciate all the help you provide here. Question for you, Is it possible to have people show on the forecast if they do not have an open deal ...read more
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