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taasted en Julio 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 Leer más
Responder Idea Workflows
38 Me gusta
10 Respuestas
03687
Miembro
Diciembre 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 ...Leer más
bbither en Abril 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 Leer más
Responder Idea Contacts & Companies
24 Me gusta
15 Respuestas
03687
Miembro
Septiembre 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...Leer más
Shaunyim en Enero 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.
Responder Idea Reports
23 Me gusta
6 Respuestas
03687
Miembro
Septiembre 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...Leer más
warpandweft en Enero 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 Leer más
Responder Idea Deals
86 Me gusta
43 Respuestas
03687
Miembro
Agosto 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...Leer más
DinDjarin en Febrero 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 Leer más
Responder Idea Analytics Tools Dashboards & Reports
3 Me gusta
1 Respuestas
03687
Miembro
Marzo 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...Leer más
PerH en Abril 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 Leer más
Responder Idea Analytics Tools Domains & URLs Meetings
10 Me gusta
1 Respuestas
03687
Miembro
Marzo 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...Leer más
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