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PBeardwell
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Member since ‎Mar 7, 2022
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Pam Beardwell

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2chars on April 05, 2020
HubSpot Insights - Disable Overwrite
Hello folks, I imported data from Salesforce and couldn't figure out why one company's description was overwritten until finding out about the HubSpot Insights feature. A suggestion: there could be a toggle to not overwrite data. There could read more
Reply Idea Contacts & Companies
25 upvotes
8 Replies
PBeardwell
Member
February 06, 2024
I would like a more simple option, which is that when Hubspot Insights no longer finds the information it has previously found and populated. It doe...read more
PBeardwell on January 23, 2024
Bulk Update on Meeting Type and/or Meeting Outcome
Hi, It would be really helpful if you could create a view on meetings so that a bulk update of the meeting type and/or meeting outcome could be done quickly. Currently this has to be done on an individual meeting basis. Thanks Pam read more
Reply Idea Meetings
14 upvotes
1 Reply
PBeardwell on November 07, 2022
Can we report on the manual Forecast Submissions added to Hubspot
Each week I enter manual forecast value provided by our sales team members onto Hubspot via the Sales / Forecast Form: I'd like to report on these values showing the change over time (weekly or monthly) for all of our sales team. is there a read more
Reply Discussion
0 upvote
2 Replies
2chars on October 16, 2020
Tracking Ownership Changes in a Report
Is there a way to track changes in ownership for a deal or contact (lead) in a report? For example - we have some leads that get nurtured by one user before being turned over to another. Or as posted previously : "...when a sales team memb read more
Reply Idea Dashboards & Reports
14 upvotes
7 Replies
PBeardwell
Member
May 05, 2022
I would also like to be able to track who owned what company at what time. Ie when did account x be passed to Sales Person y. For similar reasons t...read more
EBraund on March 25, 2021
KPI Reporting for Manual Forecast Submissions (BETA)
Having the funcitonality to be able to create a simple report that just contains the users name and their Forecast submission amount through the Forecast Object, similar to the KPI Report types with custom reports. At the moment the only r read more
Reply Idea Sales Reporting
12 upvotes
8 Replies
PBeardwell
Member
April 21, 2022
Is there any update please on being able to report on the forecast submission value. Thanks
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
351 upvotes
111 Replies
PBeardwell
Member
April 19, 2022
Also, adding to this - we need dashboard filters to work with custom reports.
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