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EcoMax
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Max Phillips

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angara on Abril 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 Leia mais
Responder Idéia Tasks
323 avaliações positivas
89 Respostas
EcoMax
Membro
Julho 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...Leia mais
plau on Junho 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: Leia mais
Responder Idéia Marketing Emails
304 avaliações positivas
86 Respostas
EcoMax
Membro
Junho 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 ...Leia mais
anjalidas on Julho 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 Leia mais
Responder Idéia Dashboards & Reports Deals
4 avaliações positivas
2 Respostas
EcoMax
Membro
Outubro 11, 2022
Hey @anjalidas - you can view your historical pipeline by going to "Reports" -> "Analytics tools" -> "Sales analytics" -> "Forecast & ...Leia mais
JHalstead on Março 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 Leia mais
Responder Idéia Sales Reporting
10 avaliações positivas
4 Respostas
EcoMax
Membro
Outubro 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...Leia mais
KarthikC on Abril 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 Leia mais
Responder Idéia Sales Reporting
191 avaliações positivas
47 Respostas
EcoMax
Membro
Setembro 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! ...Leia mais
leechen on Março 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 Leia mais
Responder Idéia Dashboards & Reports
2 avaliações positivas
1 Respostas
EcoMax
Membro
Agosto 22, 2022
Would really love this!
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