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BMcGee
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Member since ‎Feb 23, 2022
  • solutions
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  • Replies
    6
  • Upvotes Given
    4
  • Upvotes Received
    7
  • Ideas
    6

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Bill McGee

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Activity

BMcGee on November 18, 2022
We have a need and suggestion that when logging meetings, there should be an option to select whether the meeting is "in-person" or "virtual". From a management perspective it would beneficial also to be able to report out on those stats logged by read more
5 upvotes
2 Replies
Participant
February 02, 2024
@BBruss Thanks. We use our Meeting Type for another reason, like which conference the meeting is taking place at or training etc. That's why we w...read more
bdugan on July 05, 2019
Filter and Sort options are desperately needed in the 'Attachments' section. As companies using HubSpot are growing, we need this to be able to find specific attachments we've added over time. If this is not an important feature add, then read more
20 upvotes
8 Replies
Participant
June 26, 2023
Similar to the activity filters by owner etc would be a great idea! Definitely a needed functionality.
andrew_thomas on March 03, 2021
It would be great to be able to pin most important attachments on different types of records. A great use case is pinning a master services agreement specific to a company.
Participant
June 26, 2023
Totally agree! Especially when a client record may contain many attachments. It would be great to be able to "pin" certain attachments to the top o...read more
Solved
BMcGee on May 10, 2023
I'm looking for a way to determine the average cycle time for ALL closed Deals. Analytics reports have the Deal Velocity report which breaks it down to "Closed Won" and "Closed Lost", but I'm looking for a single number for all closed Deals. I can read more
0 upvote
2 Replies
Participant
May 10, 2023
Thanks! That helps...
Solved
BMcGee on May 10, 2023
I'm looking for a way to determine the average cycle time for ALL closed Deals. Analytics reports have the Deal Velocity report which breaks it down to "Closed Won" and "Closed Lost", but I'm looking for a single number for all closed Deals. I can read more
0 upvote
2 Replies
Participant
May 10, 2023
Thanks! That helps...
BMcGee on March 27, 2023
Recently as our company has grown through additional service lines. We've encountered duplication of records (companies and contacts) where we need to merge records to clean up our instance. In doing so, I discovered that even by selecting the pri read more
0 upvote
0 Reply
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