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MEffenberger
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Member since ‎Feb 15, 2022
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Michael Effenberger

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Activity

Eleven11 on October 04, 2021
Better Associations for Custom Surveys (associate with tickets/etc.)
Custom surveys are great. That's a step in the right direction. However, feedback/surveys can't be associated with tickets (manually or automated). Only NPS surveys show up on the ticket in the Recent Feedback section in the assocations panel. This read more
Reply Idea Feedback Surveys Tickets
82 upvotes
21 Replies
MEffenberger
Participant
August 10, 2023
Several of our clients purchase from us on many occasions throughout the year. It would be great to get specific feedback for specific deals so we ca...read more
Tessa3 on February 16, 2021
Associating the survey to deals
Hi, I would like to be able to associate the survey and feedback submissions to a deal. We are sending out deal-based surveys, and right now there is no way to find the feedback submission based on that deal. This would be beneficial for us read more
Reply Idea Feedback Surveys
20 upvotes
11 Replies
MEffenberger
Participant
August 10, 2023
Dininately something we need. We thrive on repeat business as most do and would like to survey our clients on a project by project basis. Please esca...read more
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
MEffenberger
Participant
October 21, 2022
This is an extremely important feature of hubspot sales and is why we had decided to upgrade to enterprise. When will this be resolved?
kcgarvin on October 05, 2020
Forecast Date Range- Custom for Fiscal Year
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
Reply Idea Sales Reporting
89 upvotes
64 Replies
MEffenberger
Participant
October 21, 2022
This is an extremely important feature of hubspot sales and is why we had decided to upgrade to enterprise. When will this be resolved?
khughes on April 03, 2017
embed form in email
Allow us to embed a HubSpot form in an email
Reply Idea Marketing Emails
152 upvotes
51 Replies
MEffenberger
Participant
July 12, 2022
Our company requires our customers to complete an access information form. It would be great when sending the confirmation of order email to be able ...read more
Solved
HubSpotMaster on March 05, 2019
Contact Assigned Date - Does it update the date when owner changed?
Quick contact property question. Does the contact assigned date - update the date when the owner is changed?
Reply Discussion Contacts
0 upvote
3 Replies
MEffenberger
Participant
April 06, 2022
Hi, Have we managed to find out if when filtering by owner assigned date it will show the latest owner assigned not the original?
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