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CJenson
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Membre depuis ‎févr. 3, 2017
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Cory Jenson

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GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
555 Mentions J'aime
230 Réponses
CJenson
Membre
Novembre 10, 2022
Great news @rwebb1 !!! Thanks for the update
GLR le Décembre 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati Lire la suite
Répondre Idée Contacts & Companies Deals
555 Mentions J'aime
230 Réponses
CJenson
Membre
Novembre 10, 2022
Great news @rwebb1 !!! Thanks for the update
karinamariotti le Novembre 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
201 Mentions J'aime
77 Réponses
CJenson
Membre
Janvier 05, 2022
I can't believe this still hasn't been updated. Future revenue and pipeline weighting is key. Being able to only filter with LAST X days and not NE...Lire la suite
karinamariotti le Novembre 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
201 Mentions J'aime
77 Réponses
CJenson
Membre
Janvier 05, 2022
I can't believe this still hasn't been updated. Future revenue and pipeline weighting is key. Being able to only filter with LAST X days and not NE...Lire la suite
mitchellkp le Février 28, 2019
Add Next XXX days to filter
We have a Contract End Date property on companies. I need a way to Filter to show companies with an expiration date in next xx days/quarters. There are a currently a number of Last X days options, but not future ones, other than week, month, yea Lire la suite
Répondre Idée Companies
61 Mentions J'aime
18 Réponses
CJenson
Membre
Février 09, 2020
Dissapointing how long this is taking to roll out. The coding should be almost the same as for LAST 60, LAST 90, LAST 6 months, Last 365 days. We j...Lire la suite
jcox le Janvier 17, 2017
Multi-Currency Deals
I've seen the response to this query is that it is currently unavailable but being able to have deals in a range of currencies would be very useful.
Répondre Idée Deals
173 Mentions J'aime
112 Réponses
CJenson
Membre
Octobre 11, 2019
This is now available. We are using Multi-currency in Hubspot now. Here is an article telling you how to set it up: https://knowledge.hubspot....Lire la suite
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