Profil

N_Fuller
Participant
Membre depuis ‎août 26, 2021
  • Solutions
    0
  • Réponses
    1
  • Mentions J'aime ajoutées
    9
  • Mentions J'aime obtenues
    30
  • Idées
    1

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Nicolas Fuller

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Activité

GBcutler le Février 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 Lire la suite
206 Mentions J'aime
55 Réponses
Participant
Mars 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 le Octobre 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 Lire la suite
5 Mentions J'aime
3 Réponses
Participant
Novembre 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...Lire la suite
N_Fuller le Septembre 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 Lire la suite
30 Mentions J'aime
6 Réponses
SComeau le Juin 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 Lire la suite
2 Mentions J'aime
2 Réponses
Participant
Juillet 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:...Lire la suite
VagaeNatus le Juin 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 Lire la suite
Participant
Juillet 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 ...Lire la suite
N_Fuller le Juin 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 Lire la suite
0 Mention J'aime
2 Réponses
Participant
Juin 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...Lire la suite
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