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N_Fuller
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Miembro desde ‎ago 26, 2021
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  • Respuestas
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  • Me gusta otorgados
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  • Me gusta recibidos
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Nicolas Fuller

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GBcutler en Febrero 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl Leer más
206 Me gusta
55 Respuestas
Participante
Marzo 10, 2023
I'm upvoting this idea. We're considering implementing playbooks, but it feels like the product is missing the reporting section for it.
SupportSystony en Octubre 21, 2022
We as Partner of HubSpot have a lot of accounts which we manage by adding a support user to the account. The actual users of HubSpot (our customers) will see at different places like, Contact owner, Company owner, assigning a task to a differ Leer más
5 Me gusta
3 Respuestas
Participante
Noviembre 08, 2022
As a customer of a Hubspot Partner, I confirm that it's really irritating having to search through all of our partner users and even through all of o...Leer más
N_Fuller en Septiembre 21, 2022
I love that when a new contact is created in Hubspot he is associated with a company (new or existing) via his domain name. But I would love to be able to create a contact in a specific company (Open a company - click on Add contact - New contact) w Leer más
30 Me gusta
6 Respuestas
SComeau en Junio 21, 2022
It would be great if we were able to "group" or "bucket" properties together in reports/dashboards. For instance we have multiple Primary Lead Sources "Customer Event" "Trade Show" etc. Most of the time these work seperate for reporting but what if Leer más
2 Me gusta
2 Respuestas
Participante
Julio 13, 2022
Not sure what type of property is your Primary Lead Sources, but I might have a workaround for you. Could you do a workflow that works like this:...Leer más
VagaeNatus en Junio 20, 2019
This is more like a bug than a feature request. Let's say you have 3 possible values in 'Calls and meeting types', they are {A, B, C}. Now, you realize the name of 'C' is not right and update it to 'X'. --> On standard properties, th Leer más
Participante
Julio 13, 2022
Since not so long ago, we can massively modify Calls outcome via the "Calls view". Just like the Contacts, Companys, Deals, and Tickets view. Having ...Leer más
N_Fuller en Junio 02, 2022
I am searching for a way to update a lot of old meetings already created in Hubspot by modifying the meeting outcome to "Completed". I was able to modify it one meeting at a time using a PATCH request but I don't know how to convert my request t Leer más
0 Me gusta
2 Respuestas
Participante
Junio 06, 2022
HI Jaycee, Thank you for your reply. I looked at the shared documentation and the Endpoint but still couldn't make it work. It seem's I alwa...Leer más
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