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EcoMax
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Member since ‎Nov 4, 2021
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Max Phillips

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angara on April 06, 2020
Custom properties for Tasks
We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more
Reply Idea Tasks
323 upvotes
89 Replies
EcoMax
Member
July 04, 2023
Would love to customise task properties, in particular to implement/show our Lead Scoring in the task view, so reps can prioritise which tasks/contac...read more
plau on June 21, 2019
Add tables to drag and drop email
At the moment it's not possible to insert tables in the drag and drop email editor. Even if we paste table HTML in the source code, it gets stripped away when we save it. Current workarounds include: Add a screenshot of the table instead: read more
Reply Idea Marketing Emails
304 upvotes
86 Replies
EcoMax
Member
June 09, 2023
This is super important for many sales updates - please reconsider adding the feature in Hubspot!! I'd also have thought it's very simple to do. I ...read more
anjalidas on July 12, 2022
Historical Snapshot of pipeline value over time
I want to be able to see how my pipeline value has fluctuated over time. For instance at the end of a quarter, i want to see what my sales reps started the quarter with, what was my pipeline value by mid quarter and what did it turn out to be by end read more
Reply Idea Dashboards & Reports Deals
4 upvotes
2 Replies
EcoMax
Member
October 11, 2022
Hey @anjalidas - you can view your historical pipeline by going to "Reports" -> "Analytics tools" -> "Sales analytics" -> "Forecast & ...read more
JHalstead on March 11, 2021
Modify Historical Pipeline report
Standard reports need ability to see the fields being used and edit as needed. For example, Historical Pipeline report is pulling Amount and Company Amount only instead of Annual Contract Value. I should be able to select which dollar field is being read more
Reply Idea Sales Reporting
10 upvotes
4 Replies
EcoMax
Member
October 04, 2022
Would love to have this, or at least ability to recreate these reports in custom reporting. E.g. the "snapshot date" is not available as a property i...read more
KarthikC on April 03, 2020
Sales Email Reporting
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are read more
Reply Idea Sales Reporting
191 upvotes
47 Replies
EcoMax
Member
September 22, 2022
This is definitely needed, as mentioned before the data on email opens/clicks is there for Sales Prof users, just needs to be exposed for reporting! ...read more
leechen on March 21, 2022
Merge Deal Stages by labels across different pipelines on Reports
Posting on behalf of a customer here! Currently, reports reflect a division between deal stages with the same name but in different pipelines. Would be helpful to have a filter that allows deal stages with the same label or name to be grouped read more
Reply Idea Dashboards & Reports
2 upvotes
1 Reply
EcoMax
Member
August 22, 2022
Would really love this!
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