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CThomas2
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Miembro desde ‎abr 21, 2022
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Connor Thomas

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DF42 en Septiembre 25, 2024
The current ConnectWise PSA HubSpot integration does a great job of syncing most properties between ConnectWise Companies, Contacts, and Opportunities (HubSpot Deals). However, there is a major gap: The opportunity financial data does not sync. Leer más
Miembro
Noviembre 04, 2024
It's a feature that is needed - drives me mad that this integration has existed for soo long and they've made zero progress on fixing. One thing th...Leer más
kelseybodnar en Enero 18, 2023
We had a client reach out asking if it's possible to have a setting for the most recent deal to be listed when logging emails in Outlook toward a deal in HubSpot. Right now, there is no way to organize the deals that are the most recent to the cont Leer más
Miembro
Septiembre 19, 2023
This drives me mad! We really need it to show the most recent 3... or only open deals.
Alexi_Leimbach en Octubre 28, 2021
The only way to see how a list has increased or decreased in size is to go to the individual list performance area. But we cannot save the report or add it to a dashboard. It would be great to not only save that report but then take it a step farthe Leer más
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Diciembre 13, 2022
I agree, this is also needed. I think reports tool needs a way to report on a property value growth over time
CThomas2 en Diciembre 13, 2022
I'm suprised this doesn't exist and I imagine it would really take reporting to the best level. A feature in reports where you can generate a report based on the history of the property and its growth overtime. An example where I would use this Leer más
12 Me gusta
1 Respuestas
caroline_at_hv en May 17, 2017
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were Leer más
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Diciembre 13, 2022
Its now 2022, and we still don't have this. It would be amazing to be able to generate a report based on the history of a property. An example is a...Leer más
finn en May 05, 2020
As a superadmin I would like to be able to customize the RIGHT sidebar in contacts, companies and other record types with a right sidebar, just like I can already today customize the left sidebar. As a minimum, I want to be able to show/hide the Leer más
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48 Respuestas
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Julio 01, 2022
Whats the latest on this? Would have loved to sign up to the beta but guess I was too late.
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