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PSwift
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Member since ‎Nov 30, 2021
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PSwift on May 22, 2024
Associate Stripe with deals
Being abel to automatically associate a Stripe invoice with a HS deal feels like a rudimentary ask that would save sales peoples time in manually adding. Please can you work out a fix?
Reply Idea Account Settings Analytics Tools Dashboards & Reports Deals Imports & Exports Integrations Marketing Reporting Partner Tools Payments Sales Reporting
0 upvote
0 Reply
PSwift on April 26, 2024
Dashboard filters should apply to funnel reports
Adding a funnel report to a universal dashboard is great, adding dashboard filters is excellent, dashboard filters not affecting a funnel report is counter productive and renders the report useless in the dashboard. Especially as you can manully ad read more
Reply Idea Analytics Tools Contacts & Companies Dashboards & Reports Deals Marketing Reporting Partner Tools Sales Reporting
22 upvotes
8 Replies
PSwift on April 17, 2024
Remove HubSpot logo from dashboard shares via email
Hi, I've created a dahsbaord I'd like to share with a customer, on their activities, however the HubSpot logo on the email I receive to send to the client deminishes our close partnership by adding a thrid party, unnecessarily. Please can you a read more
Reply Idea Account Settings Dashboards & Reports Marketing Emails
1 upvote
0 Reply
PSwift
Member
March 15, 2023
Reply to Calculated Fields Rounding (Allow calculated properties to display a whole number)
Great news HS are looking into this, reading other related posts, could combibe the other requests to allow users/admins to select how many decimal p...read more
PSwift
Member
December 10, 2021
Reply to Mandatory fields by Pipeline
Hi Chris, thank you for suggesting it's already there, I was suprised it wasn't but as a new user was likely to be my error. That said, I can't...read more
PSwift on November 30, 2021
Mandatory fields by Pipeline
Hi, Each of my 4 pipeline's has different deal informaiton requirements so I'd like set different madatory fields for a deal in each pipeline. IE, direct pipeline deals don't need to tell anyone who the introducer is. Introducuer pipeiline read more
Reply Idea Deals
6 upvotes
2 Replies
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