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Frank
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Member since ‎Jan 24, 2017
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  • Upvotes Given
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Kriszti on February 15, 2019
Select Audience for Pop-Up Forms
The idea is to have more control over to who are we showing pop-up forms, similarly to chat bots, where it's possible to show (or hide the bot) for a specific, segmented list. It would be cool to have a "show it only to visitors who met specific read more
Reply Idea Lead Flows
16 upvotes
10 Replies
Frank
Participant
June 05, 2019
Should be easy to implement!
mike175 on March 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D read more
Reply Idea Sales Reporting
73 upvotes
39 Replies
Frank
Participant
December 03, 2018
Boy, cross-object reporting is soooo kludgy and difficult to use. Can't report on more than two objects Can't export your cross-object data Ca...read more
Solved
geoffs on July 25, 2017
Change Default Sales Dashboard
How do we set what default Sales Dashboard people see when they log into HubSpot? Right now it shows a HubSpot Sales Dashboard to everyone. I know I can customize that dashboard, but I have several teams within the company that I want to show a diff read more
Reply Discussion
25 upvotes
18 Replies
Frank
Participant
March 02, 2018
Just silly that this is not possible ... the whole point of HubSpot is that you can have different teams engaging with the data in different ways, ye...read more
mike175 on March 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D read more
Reply Idea Sales Reporting
73 upvotes
39 Replies
Frank
Participant
December 03, 2018
Boy, cross-object reporting is soooo kludgy and difficult to use. Can't report on more than two objects Can't export your cross-object data Ca...read more
mike175 on March 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D read more
Reply Idea Sales Reporting
73 upvotes
39 Replies
Frank
Participant
December 03, 2018
Boy, cross-object reporting is soooo kludgy and difficult to use. Can't report on more than two objects Can't export your cross-object data Ca...read more
cnoonan on November 29, 2016
Personal Saved Default Dashaboard
Hi there! I'm a sales rep for my company and loved being able to set my dashboard to my own personal view and view my call notes next to the calls I made for the day. The new dashaboard keeps reverting back to a team view. While that's nice, I read more
Reply Idea Sales Reporting
15 upvotes
6 Replies
Frank
Participant
April 24, 2017
Totally agree! Seems crazy to have everyone in the whole company have the same default dashboard! Thanks Courtney and thanks (in advance) HS for ...read more
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