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PEvans405
Member | Elite Partner
Member since ‎Jun 13, 2022
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  • Upvotes Given
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  • Upvotes Received
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Peter Evans

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Activity

JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
199 upvotes
57 Replies
Member | Elite Partner
May 09, 2024
Would love to see reporting against team goals vs just individual goals!
JBigbee on November 01, 2021
This feature request is for anyone that uses the sequence feature in Hubspot. The goal of this feature request is to get attachments added to emails that are apart of a sequence. The value that this feature request adds is that it will get read more
83 upvotes
42 Replies
Member | Elite Partner
May 06, 2024
Any updates on this request? Elite Partner Agency here and we get this request from our clients ALL. THE. TIME.
DianaGomez on August 17, 2023
Separating the "Send Receipts" permission from the ability to "Issue Refunds" is a strategic decision that holds multiple benefits for operational efficiency. By implementing this separation, it could lead to introduce a more nuanced and controlled read more
Member | Elite Partner
August 17, 2023
Yes! This solution would really help out my clients!
PEvans405 on August 17, 2023
We have users on our team who need to view and send receipts, but we don't want those users to have the ability to issue refunds. These two actions seem to be tied to the same permission set. It would be great if those were two different settings. read more
0 upvote
1 Reply
Viddy on October 20, 2022
hi team, posting this on behalf of my customer. They are looking to specifically have payment options for round-robin meeting link types as well. Currently we only support payments for one-to-one meetings but our users will benefit grea read more
8 upvotes
5 Replies
Member | Elite Partner
August 15, 2023
I'm running into the same situation here. Would love to see this feature available on round robin meetings.
PEvans405 on June 28, 2023
I have a client that needs to be able to restrict certain products from discount codes. Multiple products will appear on the same deal, but certain products should never be discounted.
1 upvote
0 Reply
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