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BKoehoorn
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Member since ‎Jun 24, 2022
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  • Upvotes Given
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Boris Koehoorn

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Prudhvi on February 13, 2023
Should be able to submit and monitor forecasts on a weekly/bi-weekly basis. For many SMEs sales cycles are relatively smaller and the need to forecast fortnightly is relevant for sales leaders. Currently the best we can do on hubspot is Monthly! Wh read more
1 upvote
1 Reply
Member
March 18, 2024
Couldn't agree more. It's super weird that the forecast report tool offers a "Button" that appears to be able to be changed to another range but it's...read more
arlogilbert on November 10, 2021
It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more
42 upvotes
12 Replies
Member
March 13, 2024
Just want to add a quick +1! Most of our deals have two companies associated and it's hard to enforce proper fill rate for this since there's a stron...read more
kbjornaas on September 20, 2019
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
202 upvotes
66 Replies
Member
February 13, 2024
I feel obliged to chime in here as well, since this is very unfortunate. Especially since the email logging does have the ability to block meetings w...read more
PeteStorm on January 15, 2024
Currently in Hubspot the organizer is the only one that will show up in the reports for logging meetings. Recently a customer sent the calendar invite to multiple Hubspot users. It grabbed the first user from our company and made him the organi read more
11 upvotes
2 Replies
Member
January 29, 2024
Sounds like this suggestion is similar to this post: https://community.hubspot.com/t5/HubSpot-Ideas/Add-possibility-to-report-on-meeting-attendees/i...read more
JDunn6 on January 11, 2024
For the campaign "Revenue Attribution," it would be helpful for us to filter the deals that show, for instance, only having it show deals with the "deal creation date" being after the campaign date instead of all-time deals.
3 upvotes
1 Reply
Member
January 16, 2024
Couldn't agree more! It would be super helpful to have more flexibility when it comes to the revenue attribution reports in campaigns.
kbjornaas on September 20, 2019
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
202 upvotes
66 Replies
Member
February 13, 2024
I feel obliged to chime in here as well, since this is very unfortunate. Especially since the email logging does have the ability to block meetings w...read more
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