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smacha
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Member since ‎Jul 15, 2021
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Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
407 upvotes
129 Replies
smacha
Member
April 24, 2023
This would be super helpful for my team as well. Notifications get lost easily, and we try not to flood properties.
hubspot_user2 on April 20, 2021
Ability to create list of deals
I would like the ability to create a list of deals and be able to choose the deal properties for an export. I can create lists of deals at this time but they are contact-centric rather than deal-centric. So, for instance, I can create a list of Clos read more
Reply Idea Lists
36 upvotes
13 Replies
smacha
Member
April 20, 2023
Yes this would be super helpful. We often run experiments with a group of deals and then want to report on them. Right now I have to manually export ...read more
jgillan on March 23, 2021
Increase Limit of Reports on Dashboards
Currently there is a 20 report limit on the dashboards, it would be super helpful to have this be maybe 30 or even 50. For displaying different time periods of data for our team in different ways we are really using these heavily to visualize our cu read more
Reply Idea Dashboards & Reports
63 upvotes
22 Replies
smacha
Member
April 12, 2023
I need way more than 30, if the limit is due to load time that is not an issue. It's very annoying to have to move things onto a separate dashboard
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