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Member since ‎Feb 20, 2022
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James Routley

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DannyHS on October 16, 2023
It appears that the Leads Object Beta allows for only the record (contact/company) owner to be assigned to the Lead record. How are people using this for accounts with shared prospecting ownership where either (or both) an AE and SDR may be calling read more
16 upvotes
10 Replies
Member
January 25, 2024
Agreed. It seems that treating Leads as a full CRM object in their own right would have made for more fliexibility, ease of understanding, more gran...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
283 upvotes
170 Replies
Member
May 26, 2023
I'm glad these have been added, but the functionality is very hit and miss and sometimes gives misleading results. I'm adding a 'This fiscal quarter'...read more
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