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JEpstein1
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Member since ‎Jul 29, 2021
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Joshua Epstein

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JEpstein1
Member
October 13, 2022
Reply to Forecast amount in local currency
We operate in several global regions and our teams have goals in different currencies. As stated above, it's not really possible to use the forecasti...read more
JEpstein1
Member
April 14, 2022
Reply to Activity Based Workflows
+1 The use case I have in mind is for a workflow to trigger after a sales meeting to assign a task to the salesperson to attach their notes/qualifi...read more
JEpstein1
Member
December 01, 2021
Reply to HubSpot Associations: New and Improved
@adimare @jeffvincent Thanks for your work on this! Quick question for you. I see how we are able to create lists for contacts and companies base...read more
JEpstein1
Member
September 15, 2021
Reply to Field Dependencies for Contact Properties
I'd love this functionality on the deal level. The use case we have in mind is around deal source. Ideally, I would like to do two different fields f...read more
JEpstein1
Member
August 11, 2021
Reply to Fiscal Year Beta
+++++1. Our company runs on a Feb-Jan FY. Every quarter I have to go in and update date ranges, one report at a time (we have a lot). Any update on t...read more
JEpstein1
Member
July 29, 2021
Reply to Set currency per user or team
+1 We have operators in Australia and the US so having default currencies for specific teams would be very helpful
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