プロフィール

CThomas2
メンバー
コミュニティー参加日: ‎4 21, 2022
  • ベストアンサー数
    0
  • 件の返信
    0
  • いいね!した数
    3
  • いいね!獲得数
    12
  • ご意見・ご提案
    1

自己紹介

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Connor Thomas

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

DF42 9月 25日, 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. 続きを読む
3 いいね!
1 コメント
メンバー
11月 04日, 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...続きを読む
kelseybodnar 1月 18日, 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 続きを読む
メンバー
9月 19日, 2023
This drives me mad! We really need it to show the most recent 3... or only open deals.
Alexi_Leimbach 10月 28日, 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 続きを読む
メンバー
12月 13日, 2022
I agree, this is also needed. I think reports tool needs a way to report on a property value growth over time
CThomas2 12月 13日, 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 続きを読む
12 いいね!
1 コメント
caroline_at_hv 5月 17日, 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 続きを読む
メンバー
12月 13日, 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...続きを読む
finn 5月 05日, 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 続きを読む
154 いいね!
48 コメント
メンバー
7月 01日, 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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まずはこちらから開始することをお勧めします。はじめに、ご興味をお持ちのトピックについて詳しくお聞かせください。

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