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ob241
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Member since ‎Dec 6, 2021
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AcuityMR on December 06, 2017
How to view historical deal stages
Is it possible to see a summary view of deal stage by date? For example, we have a "demo" stage within our deal pipeline. I'm trying to run a report that would allow me to see how many demo's were completed each month, but as soon as the deal moves read more
Reply Discussion
11 upvotes
14 Replies
ob241
Participant
November 08, 2022
Hi there, apologies for bumping an old thread but I wondered if you would be able to share the Excel equation you used for this?
cvaage-actgloba on January 25, 2021
Hands Free Phone App Integration
I would like it if the Hubspot phone app integrates with hands free spoken commands like "Hey Siri, call Bob Smith via Hubspot app" and it will call the contact through the HS app and log the call. My sales team is on the road a lot and it would read more
Reply Idea Calling
9 upvotes
5 Replies
ob241
Participant
October 13, 2022
I use Siri to set reminders for myself all the time. It would be extremely useful to be able to set reminders using Siri in HubSpot. Like, if I'm w...read more
Solved
Angelamr on July 16, 2019
Report to calculate average deal size per month
Hi there, It is possible to create a report on Hubspot that shows the average deal size? If yes how can I create it? I need a report with the average deal size per month since the beginning of the year. I found out how to do it with the old read more
Reply Discussion Revenue Analytics Sales Dashboard
1 upvote
3 Replies
ob241
Participant
June 09, 2022
Hi there- is there a way for the report to pull the average across those months (i.e., a single, figure that represents "Average $ signed per month")...read more
mschnitt on April 05, 2017
HubSpot Outlook integration for MAC users
We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?
Reply Idea Sales Email Extensions & Add-Ins
468 upvotes
267 Replies
ob241
Participant
February 22, 2022
Hi Mia, Following up on this as Outlook is now pushing me towards the new version. This banner is now appearing in my Outlook; it reads "The new ver...read more
KJK398 on June 14, 2019
Close Date: Change length of time used for default or choose not to auto populate.
Auto-population of close date by default is causing me problems! As an admin, I want to be able to change the default lenght of time used to populate the close date that is used for automatic definition of the field and to be able to choose read more
Reply Idea Deals
9 upvotes
4 Replies
ob241
Participant
January 13, 2022
+1 to this, I cannot fathom why the system was designed to assume a close date of the end of the calendar month regardless of the deal creation date....read more
mschnitt on April 05, 2017
HubSpot Outlook integration for MAC users
We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?
Reply Idea Sales Email Extensions & Add-Ins
468 upvotes
267 Replies
ob241
Participant
February 22, 2022
Hi Mia, Following up on this as Outlook is now pushing me towards the new version. This banner is now appearing in my Outlook; it reads "The new ver...read more
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