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AndreaMilani
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Membre depuis ‎mars 2, 2022
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  • Solutions
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  • Réponses
    6
  • Mentions J'aime ajoutées
    29
  • Mentions J'aime obtenues
    21
  • Idées
    5

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Andrea Milani

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Activité

AndreaMilani le Février 01, 2023
Set default Forecast deals columns
When a user goes to their forecast, and clicks on their name, they have the list of their deals. However, the columns displayed are somehow decided by HubSpot. It is possible to change them by clicking on "Edit Columns" but this needs to be done by Lire la suite
Répondre Idée Account Settings
3 Mentions J'aime
0 Réponse
AndreaMilani le Mai 02, 2022
Custom Objects - Declarative tool
Hi, would be great to have the possibility to create custom objects without need to use code or external tools, but simply creating them from within the HubSpot interface. Would be great to be able to choose the name, and add fields choosing the ty Lire la suite
Répondre Idée Custom Objects
5 Mentions J'aime
3 Réponses
AndreaMilani
Contributeur
Octobre 31, 2022
Apparently it is now possible, you can do it enrolling in the Beta called: [Public Beta] Manage and Visualize Your Data Model Hope this helps ?...Lire la suite
bcg le Juillet 31, 2019
Log Linkedin Inmail and Connect Requests on Contact record
Hi all! For those of us using Linkedin's Sales Navigator integration for Hubspot... We would like to be able to see 'Linkedin Inmails' and 'Linkedin Connect Requests' in the contact activity feed in Hubspot. We can currently initi Lire la suite
Répondre Idée Integrations
230 Mentions J'aime
64 Réponses
AndreaMilani
Contributeur
Septembre 29, 2022
It is a bit useless having now the possibility to MANUALLY log the LinkedIn Inmails, who is going to do something like that? We need to have the poss...Lire la suite
AndreaMilani le Septembre 23, 2022
Avoid Notifications for HubSpot User fields
Hi all, I noticed if you create a custom field, type "HubSpot User" to store lookups to users, this will behave like the contact owner field. The problem comes when you just want to tag a user on a contact, for example to say the record was handled Lire la suite
Répondre Idée Properties
4 Mentions J'aime
0 Réponse
JMaylandOlsen le Avril 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Lire la suite
Répondre Idée Sales Reporting
188 Mentions J'aime
54 Réponses
AndreaMilani
Contributeur
Septembre 15, 2022
Also, it would be great to be able to: - Filter by deal type, we have some deals which have an amount but it is not a recurring one (PoV fees, Servi...Lire la suite
JGB le Janvier 07, 2020
Filter by "Original source drill-down 2" by text rather than internal value property
I'm currently needing to filter out contacts created from specific imports which are not to be attributed to marketing. Since they all share a similar naming convention, I thought I would be able to use certain keywords in order to isolate them on a Lire la suite
Répondre Idée Contacts & Companies Lists Marketing Reporting
13 Mentions J'aime
3 Réponses
AndreaMilani
Contributeur
Août 10, 2022
Really needed, it is an hassle now to filter by the drill downs 1 and 2
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