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KMace
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Member since ‎May 27, 2021
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  • solutions
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  • Upvotes Given
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  • Upvotes Received
    46
  • Ideas
    12

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Kaitlyn Mace

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drewspi on August 13, 2020
"Created by" Deal Report
Once upon a time there was a handy little filter called, "Created by user ID" that has mysteriously dissappeared. Though tracking down the User ID took some digging, it allowed us to generate a deal report by the user that created deals on a monthly read more
Reply Discussion Sales Dashboard
4 upvotes
5 Replies
KMace
Participant
January 11, 2022
WOOHOO! Thank you!!!
KMace on September 20, 2021
Select playbook when making a call from HubSpot
My sales team makes their calls through HubSpot. I would like for them to go to a contact page, click the Call icon, then be able to select a playbook from within that call window. I have Playboook set up that can log a call, but if the sales rep do read more
Reply Idea Calling Playbooks
3 upvotes
0 Reply
MSturm on May 07, 2021
Permission Users to Edit Deals but not Create Deals
There are a lot of use cases - BDRs, for example - where users should be able to edit deals, but not create them, or vice versa. Could you permission these functions separately? Thank you!
Reply Idea Users & Teams & Permissions
3 upvotes
1 Reply
KMace
Participant
September 10, 2021
This NEEDS to happen. Especially since I can't pull a report to show me who is creating deals so I have to go into each one manually if I want to kno...read more
KMace on September 02, 2021
Histogram option for reports
I'd love a way to display data in a histogram in HubSpot. This would help me further analyze groups of data within HubSpot and easily identify our outliers.
Reply Idea Sales Reporting
11 upvotes
3 Replies
mark_poyser on July 09, 2020
Group By Option in Reporting
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness read more
Reply Idea Sales Content Analytics
92 upvotes
32 Replies
KMace
Participant
September 02, 2021
I need the ability to group in reports. By numbers, dates, status, etc.
mfoldager on August 28, 2020
Property Change History Overview
Currently it's not possible to see who last changed a certain property. It would be great to have an overview of changes to properties - not on a contact/company/deal level but on an organisation level. I had a change that nobody would admit th read more
Reply Idea Account Settings
34 upvotes
6 Replies
KMace
Participant
August 20, 2021
We also need this. I need to see who is making changes to the property settings in HubSpot and when the changes are being made. There is currently a ...read more
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