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PBeardwell
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Member since ‎Mar 7, 2022
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Pam Beardwell

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PBeardwell
Member
February 06, 2024
Reply to HubSpot Insights - Disable Overwrite
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
62 upvotes
8 Replies
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
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PBeardwell
Member
May 05, 2022
Reply to Tracking Ownership Changes in a Report
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
PBeardwell
Member
April 21, 2022
Reply to KPI Reporting for Manual Forecast Submissions (BETA)
Is there any update please on being able to report on the forecast submission value. Thanks
PBeardwell
Member
April 19, 2022
Reply to Dashboard cannot use date filter when using cross-reporting across contacts and companies
Also, adding to this - we need dashboard filters to work with custom reports.
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