TNadolski

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Tilman Nadolski

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TNadolski on April 16, 2024

Sequence as an Association

It would be great to be able to see different sequence enrollments as an association card on the right-hand side of Contact, Deal, Company & Custom Objects records in Hubspot. This would function essentially the same as "List Memberships". read more

Reply Idea Sequences

1 upvote

0 Reply

TNadolski on April 03, 2024

Flexible Deal Association with Lead Records

Currently, the only way you can associate a deal to a lead record is by using the default lead stage setting that automatically creates a deal upon lead stage = qualified. However, if you turn off that lead stage setting, and the user then crea read more

Reply Idea Deals

1 upvote

0 Reply

smulhollen on January 05, 2021

Import Goals

We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.

Reply Idea Users & Teams & Permissions

24 upvotes

11 Replies

TNadolski

Participant

January 03, 2024

Second this. Also, if we have an annual goal, the monthly & quarterly rollups should happen without needing to create separate goals for each tim...read more

TNadolski on December 22, 2023

Field Level Permissions based on Permission Set

It would be great to set field level permissions by permission set. When we promote or hire someone new to a sales management position, instead of having to add the individual users who fall under that permission set to "view & edit", I would li read more

Reply Idea Properties

1 upvote

0 Reply

TNadolski on April 26, 2023

Company Total Annual Revenue

It would be great to track the Total Annual Revenue of a Company based on the total dollar amount of closed won deals based on your Portal's Fiscal Year settings. It takes an incredible amount of finesse to make this work via workflows and seem read more

Reply Idea Contacts & Companies

0 upvote

0 Reply

Nick on January 09, 2017

Set company goals (quotas)

Hello, It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level read more

Reply Idea Sales Reporting

64 upvotes

30 Replies

TNadolski

Participant

April 26, 2023

It's very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set Annu...read more

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