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Finnspin
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Membre depuis ‎déc. 19, 2017
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Finnspin le Septembre 13, 2018
Filtering limited to Contains Exactly
Hello Hubspot, All the sudden, as a result of the new "upgrades" to the reporting and filtering, you can no longer filter on "contains." Instead this NEW FEATURE limits the filtering to exact matching or not exact matching. Who here is in favor Lire la suite
Répondre Discussion
2 Mentions J'aime
5 Réponses
rossfruin le Avril 21, 2017
Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.
The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it doe Lire la suite
Répondre Idée Sales Reporting
68 Mentions J'aime
23 Réponses
Finnspin
Membre
Juin 11, 2018
And still no response here? What's up hubspot?!
Kim_GP le Juillet 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Lire la suite
Répondre Idée Deals
334 Mentions J'aime
140 Réponses
Finnspin
Membre
Février 26, 2018
Yes - please let us customize this. AND - please let us automate the close date such that when it passes, it can automatically be rolled over to the...Lire la suite
lrn24 le Janvier 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Répondre Idée Tasks
408 Mentions J'aime
176 Réponses
Finnspin
Membre
Février 14, 2018
Not on this, but setting defaults for the task email really should be a feature. The fact that it defaults to SPAM users, rather than default to NO...Lire la suite
ram le Mars 29, 2017
Deal Properties in Sales Email Templates
The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relev Lire la suite
Répondre Idée Snippets & Templates
24 Mentions J'aime
19 Réponses
Finnspin
Membre
Février 06, 2018
Agreed. This is a no brainer, which would greatly improve things. The issue is that deals are one-to-many relationship with one client to many deals...Lire la suite
jameswindrow le Février 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Lire la suite
Répondre Idée Contacts Reporting Workflows
235 Mentions J'aime
77 Réponses
Finnspin
Membre
Décembre 19, 2017
I concur. I'm truly flabberghasted that this isn't a feature. Mapping the fields from contact to deal, so you don't have to replicate the data entr...Lire la suite
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