Marthagueto

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Martha Guevara

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casebook_brian on February 02, 2024

Custom Goals: Credit deal creator rather than owner

I'd like to be able to track the number of a specific type of deal that my SDRs create, as it's how they're compensated and measured. While workarounds make it possible to track this on a dashboard, it can't be used in Goals. Currently, if I create read more

Reply Idea Sales Reporting

6 upvotes

2 Replies

Marthagueto

Member

April 01, 2024

Yes please! I also need to user other type of owners on deals besides the "Deal Owner"

kevmckay on April 16, 2019

Edit Deal Entered Stage Dates

I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d read more

Reply Idea Deals Sales Reporting

84 upvotes

31 Replies

Marthagueto

Member

November 21, 2021

I need this, as a new company that is starting to build its backoffice we depend a lot on our Sales Reps to update Hubspot religiously, however if on...read more

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