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Frank
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Member since ‎Jan 24, 2017
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  • Replies
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  • Upvotes Given
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  • Ideas
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Kriszti on February 15, 2019
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
16 upvotes
10 Replies
HubSpot Alumni
June 03, 2020
Hi HubSpot Community, My name is Joe. I wanted to provide a quick update on this Idea. The ability to trigger pop-up forms based on a certain ...read more
mike175 on March 14, 2017
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
73 upvotes
39 Replies
Member
January 22, 2020
Hi @mike175 @lvanderpluym @christareed @Cameron_Smith @Frank As you are looking for cross object reporting, you might want to have a l...read more
Solved
geoffs on July 25, 2017
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
24 upvotes
18 Replies
Contributor
July 15, 2019
Hi Jenny, this assumes each user will go and change the dashboard. It would be nice that the Admin would have the authorithy to set a company def...read more
mike175 on March 14, 2017
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
73 upvotes
39 Replies
Member
January 22, 2020
Hi @mike175 @lvanderpluym @christareed @Cameron_Smith @Frank As you are looking for cross object reporting, you might want to have a l...read more
mike175 on March 14, 2017
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
73 upvotes
39 Replies
Member
January 22, 2020
Hi @mike175 @lvanderpluym @christareed @Cameron_Smith @Frank As you are looking for cross object reporting, you might want to have a l...read more
cnoonan on November 29, 2016
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
15 upvotes
6 Replies
HubSpot Employee
August 17, 2018
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