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03687
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コミュニティー参加日： ‎10 19, 2021
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taasted 7月 02日, 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 続きを読む
返信 アイデア Workflows
38 いいね！
10 コメント
03687
メンバー
12月 19日, 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 ...続きを読む
bbither 4月 16日, 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 続きを読む
返信 アイデア Contacts & Companies
23 いいね！
15 コメント
03687
メンバー
9月 23日, 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...続きを読む
Shaunyim 1月 27日, 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.
返信 アイデア Reports
23 いいね！
5 コメント
03687
メンバー
9月 01日, 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...続きを読む
warpandweft 1月 29日, 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 続きを読む
返信 アイデア Deals
86 いいね！
43 コメント
03687
メンバー
8月 02日, 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...続きを読む
DinDjarin 2月 24日, 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 続きを読む
返信 アイデア Analytics Tools Dashboards & Reports
3 いいね！
1 コメント
03687
メンバー
3月 08日, 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...続きを読む
PerH 4月 30日, 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 続きを読む
返信 アイデア Analytics Tools Domains & URLs Meetings
10 いいね！
1 コメント
03687
メンバー
3月 08日, 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...続きを読む
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