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MMegginson
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Member since ‎Jun 25, 2021
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Michael Megginson

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MTeunissen on August 19, 2021
Would like to report Deal Funnel on multiple pipelines
Hi, I like the Sales Analytics report called "Deal Funnel with any stage", unfortunately it can only support reporting from within a single pipeline at a time. It would be really great if I could get a consolidated report for all pipelines. Tha read more
Reply Idea Analytics Tools
6 upvotes
3 Replies
MMegginson
Member
October 29, 2021
I am concerned that Hubspot cannot deliver Reports for specific Deal lists.
hannahflat on September 10, 2020
Ability to pin more than 5 views on the company list
Being able to pin different views is really helpful, but it would be great to be able to pin more than 5. We filter our customers in various ways and then our prospects too and it would be great for our team to be able to pin all the views relevant read more
Reply Idea Dashboards & Reports
36 upvotes
18 Replies
MMegginson
Member
October 21, 2021
I have Close Won, Close Lost and Pipeline custom views. Why not allow more pins?
MMegginson on July 14, 2021
Connect Deal Attachments (PDF Quotes) to a Sequence bulk email.
I am trying to create a Sequence follow up email to clients about issuing a Purchae Order for a quote that exists as an attachment in Deals. We are new to Hubspot and use SugarCRM to generate quotes. I print the quotes as a PDF and attach them to th read more
Reply Idea Sequences
1 upvote
0 Reply
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