Profile

craigh
Participant
Member since ‎Dec 8, 2017
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    1
  • Upvotes Received
    13
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Craig Heineman

This user hasn't created a bio yet. Edit your own profile here!

Activity

rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
craigh
Participant
June 16, 2021
@Tiff You can add the filter "Call or Meeting Type", if you are using those fields to eliminate the Tasks and Emails. But that does not solve the...read more
craigh on July 31, 2020
Email Reports to be able to send Last Day of the Month, after office hours close
There is an option for email reports to run "First" and "15th" of the month, which really give me either no info or half the info for the month. I want to see the report from the end of the month, so that I don't have to go in an edit everything to read more
Reply Idea Dashboards & Reports
5 upvotes
2 Replies
craigh on December 08, 2017
More Advance Product Management Options
Add custom properties something like SKU/Product # Allow the search feature to search by name or SKU/Product # Use a percentage for discounts... 5 %, 10%, etc Allow Manager to set Max Discount Amounts or ability for an approval from a spe read more
Reply Idea Sales Content
7 upvotes
1 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.