Profil

03687
Mitglied
Mitglied seit ‎Okt 19, 2021
Nachricht senden
  • Lösungen
    0
  • Antworten
    0
  • Likes vergeben
    18
  • Likes erhalten
    0
  • Ideenforum
    0

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Kevin Dow

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

taasted on Juli 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal Beitrag ansehen
Antworten Idee Workflows
38 Likes
10 Antworten
03687
Mitglied
Dezember 19, 2022
I just ran up against this this morning. Would love to have cross-object workflows for things as simple as dropping a congratulations in Slack for a ...Beitrag ansehen
bbither on April 16, 2020
Cross-object reports should count unique items (count unique companies in contact reports)
Cross-object reporting is a very powerful functionality within Hubspot. I have however been running across a limitation frequently. It's best described in an example. In this example, we'll look at Contacts and Companies where we view all contac Beitrag ansehen
Antworten Idee Contacts & Companies
23 Likes
15 Antworten
03687
Mitglied
September 23, 2022
Same issue here. There doesn't seem to be a way to change the behavior between Left Join and Right Join, to put it in SQL terms. I understand there a...Beitrag ansehen
Shaunyim on Januar 27, 2022
Including Closed won / lost stages within Historic Deal Snapshot Reports
Currently from the Historic Deal Snapshot Reports, the closed won / lost stages are currently omitted without the possibility of us adding it in. We would want to include those stages into the report.
Antworten Idee Reports
23 Likes
5 Antworten
03687
Mitglied
September 01, 2022
We need this as well. I realize it's not part of a traditional pipeline, but not having the ability to add this as a hybrid option to a traditional r...Beitrag ansehen
warpandweft on Januar 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p Beitrag ansehen
Antworten Idee Deals
86 Likes
43 Antworten
03687
Mitglied
August 02, 2022
Adding my vote to this. I just created an elaborate list of mandatory qualifying questions that my BD's found an elegant way to bypass on Day 1 after...Beitrag ansehen
DinDjarin on Februar 24, 2021
monthly goal per sales person
The monthly goals feature on the goals charts is helpful. It's a fixed number specificied in when building a report chart. I've taken an average number for the year and working from a cumulative view so it is a straight line. However I noticed becau Beitrag ansehen
Antworten Idee Analytics Tools Dashboards & Reports
3 Likes
1 Antwort
03687
Mitglied
März 08, 2022
Similar issue - I'm not necessarily needing an average or an average split per salesperson - I'm needing an actual monthly goal per salesperson - jus...Beitrag ansehen
PerH on April 30, 2021
Exclude own company from reports, meetings, etc
Please allow for an easy master setting to exclude your own company from analytics, meetings log, etc. Internal meetings show up in meetings reports, and there isn't an obvious solution or easy way to prevent this if colleagues also are contacts in Beitrag ansehen
Antworten Idee Analytics Tools Domains & URLs Meetings
10 Likes
1 Antwort
03687
Mitglied
März 08, 2022
Agree 100%. This is sorely needed. I understand there is a partial solution on the marketing side to exclude IP addresses and domains from analytics...Beitrag ansehen
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • 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.