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HLorenz
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Member since ‎Sep 20, 2021
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Hannah Lorenz

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HLorenz on April 19, 2024
Report on deal pipelines with stacked flow chart
The pipeline reports for deal stages or lifecycle stages are helpful, but they can only show you one path. It would be very helpful to visualize the steps with a stacked flow chart to get a clear picture of how leads/deals are progressing and all th read more
Reply Idea Dashboards & Reports Marketing Reporting Sales Reporting
1 upvote
2 Replies
HeyJoe on July 16, 2020
Task: Queue Default
It would be nice to have the ability to have Contact Tasks assigned to a specific Queue as a default. Like have any new Tasks default to last used Queue automatically. *If I'm working on a contact (who's in a "Meeting Follow-up" Queue) and have read more
Reply Idea Tasks
5 upvotes
2 Replies
HLorenz
Participant
March 14, 2024
Yes, being able to set a default task queue in your task settings would be really convenient!
HLorenz on September 11, 2023
Fix calculated properties
From the support article on calculated fields: "Please note: if any of the number properties in a custom equation have no value, or a null value, the calculation will not run and the calculation property value will be empty. The value will be emp read more
Reply Idea Deals Properties
0 upvote
0 Reply
HLorenz on December 21, 2022
Include empty values in calculation properties
I was happy to see that HubSpot can do calculations automatically ... until I saw this part: Please note: if any of the number properties in a custom equation have no value, or a null value, the calculation will not run and the calculation pro read more
Reply Idea Properties
0 upvote
0 Reply
Solved
dawngribble on November 09, 2018
Paid Meetings
I offer 60-minute consultations to my clients, I'd like to be able to have potential clients pay at the time of booking a consultation. Calendly offers this option, but I cannot see it's available on Hubspot just yet - does anyone have advice on a w read more
Reply Discussion
7 upvotes
7 Replies
HLorenz
Participant
June 16, 2022
When deciding to use HubSpot, I was told that they were working on integrating payments into the meetings tool. Is that still happening? It would be ...read more
HLorenz on March 24, 2022
Retain PandaDoc documents when merging deals
When we merge 2 or more deals, any PandaDoc documents that were attached to them (including the deal that's being kept) disappear. They're still in our PandaDoc account, but not being able to see the document and its status in HubSpot creates unnece read more
Reply Idea Deals
0 upvote
0 Reply
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