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SSears13
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎May 20, 2021
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Scott Sears

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SSears13
Participant | Platinum Partner
January 27, 2025
Reply to Ability to hide teams/team members in the Forecast table
I don't understand the logic of keeping all these teams on the Forecast screen, there is no need for many of the teams in HubSpot to be included on t...read more
SSears13 on October 16, 2023
Do not want users to show on forecast unless they have goals assigned.
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
Reply Idea Sales Reporting
1 upvote
1 Reply
SSears13
Participant | Platinum Partner
October 16, 2023
Reply to Forecast doesn't take into account deactivated users
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
SSears13
Participant | Platinum Partner
April 06, 2023
Reply to Edit Goals in Forecasting
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
SSears13
Participant | Platinum Partner
April 25, 2022
Reply to pre-set property default value
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
SSears13
Participant | Platinum Partner
January 19, 2022
Reply to filter in manage duplicates
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
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