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Sbrennan
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Member since ‎Oct 18, 2017
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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
281 upvotes
170 Replies
Sbrennan
Participant
September 21, 2018
Agree with the above commenters. I have never worked in a company where the fiscal year aligns with the calendar year. Yes we can define reporting...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
374 upvotes
116 Replies
Sbrennan
Participant
November 03, 2017
Not having this feature is turning out to be a huge issue for our sales team. We are currently adding all attachments manually, and it feels like a ...read more
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