Member since ‎Dec 6, 2021
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Zac Singer

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jhearne on March 03, 2020
We are a sales organization and have hundreds of email templates inside of Hubspot. While there are reports that show the overall performance of a template, there is no way to dive into that data and see all the contacts who were sent that template read more
16 Replies
May 06, 2022 10:22
Agreed with all of the above. We'd love to be able to drill down into which personas or companies have the best open/click/response rates for more
SarahMedilo on December 02, 2020
Its amazing that from the Mobile app you can from a contact click send message to be able to send an SMS to a contact you are working on. Wouldn't it be amazing if your SMS messages (sent ones and replies to it) can be recorded and logged on the po read more
3 Replies
March 14, 2022 08:35
ZSinger on February 24, 2022
Is there a way to update the list of dropdown select values via a workflow? Use case: We have a list of channel partners we are managing through target accounts. If a specific team owns a company and adds them to their target accounts, then I woul read more
Hall of Famer | Partner
February 24, 2022 05:51
Hi @ZSinger , This is not possible in standard workflows, it would require custom code actions (available in Operations Hub Professional or more
ChrisTaylor on November 19, 2019
Hi. I have created three numeric custom fields with my Deals pipeline. I would like to Total by at least one of those (would be ecstatic if all three) instead of "Amount". Is this possible? Thanks as always.
January 25, 2022 09:15
This would be very helpful for me, as my organization is more focused on number of users than revenue at the moment and I would like to be able to more
FlywheelKinetic on January 19, 2019
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a read more
45 Replies
May 19, 2022 10:00
+1 Our 3 metrics are Outbound leads sourced, Contracts in Negotiations and Deals won. Would be good to allow that. I now have to think about using more
sk0827 on October 05, 2021
We have this scenerio pretty often. A customer is an open deal and then decides not to move ahead so we mark it closed/lost. A few weeks/months later they resurface and want to revisit or even just move forward. Id like to reopen the old deal s read more
0 upvote
2 Replies
January 24, 2022 07:43
I have this same scenario often and agree with your sentiment. Have you figured out an effective workflow vs. just creating a new deal? We have more
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