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CherylLK
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Member since ‎Dec 5, 2017
  • solutions
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  • Replies
    7
  • Upvotes Given
    80
  • Upvotes Received
    9
  • Ideas
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Cheryl Knorr

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CherylLK on August 08, 2022
We've had several staff go on leave over the years and while they are gone we remove their paid SalesPro status, giving it to staff that cover for them, and then reinstate it to the original staff member when they get back from leave. The issue is w read more
Solved
Sassika on December 08, 2019
Is it possible to choose to keep the primary contact details when you are merging another contact record into the primary? Rather than just taking whatever was most recenlty created (as this could be incorrect). We have instances where our clien read more
20 upvotes
10 Replies
Contributor
March 08, 2022
When merging contacts we should be able to select what values we want to keep, for ALL fields. Defaulting to use the newest info causes lots of issue...read more
ParkerShort on August 04, 2021
Hi, I'd love to see some improvements to the custom report builder around being able to sort owner fields. Across all objects, the contact, company and deal owners (and any custom properties) are unable to be sorted correctly. You can select that read more
26 upvotes
13 Replies
Contributor
February 17, 2022
This would also make comparing two or more reports easier. Right now one staff member might be listed first in one report and then the report right b...read more
AlwaysTheVIP on November 13, 2020
Currently, whenever we make reports, the data visualization randomly selects a different color legend for every dimension and it's broken down values. When I give presentations on data using reports, I prefer to have all colors that represent da read more
Contributor
November 24, 2021
This is badly needed. It's so confusing to have one owner one color in one chart and then another color in another chart. I'd also like to be able to...read more
DCSTRATEGY on October 07, 2020
Hi Hubspot, We've been using your awesome product for almost 5 years now. We work with multiple brands and use Hubspot forms for all of our client and customer relationships and management - for example: signing a non-disclosure agreement fo read more
34 upvotes
21 Replies
Contributor
July 14, 2021
We need this too. Working in post-secondary education, we need copies of our students' application forms to submit to our governing bodies. Right now...read more
Kara on January 18, 2019
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
221 upvotes
51 Replies
Contributor
January 29, 2021
This is SO vital. When we have staff leave or switch teams, it's an enormous undertaking to switch ownership of contacts, open deals, and open tasks....read more
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