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CDouglas4
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Member since ‎Jul 4, 2022
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Caitlyn Douglas

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SKalbhor on September 27, 2022
Quota Attainment Report
We saw the report named Quota Attainment on Sales Analytics. However, the report is not customizeable. Also, the tabular report which we see for this report is unavailable when we add it to any of our dashboard. The tabular report is what we wan read more
Reply Idea Sales Reporting
3 upvotes
2 Replies
CDouglas4
Member
February 21, 2024
The rigidity of the sales analytics reports as a whole is a seriously fatal flaw, especially on quota attainment and forecasting - this entire sectio...read more
Monjogard on February 02, 2021
Field dependencies in Playbooks
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
Reply Idea Playbooks
146 upvotes
39 Replies
CDouglas4
Member
November 26, 2023
Yes please, this would be very beneficial. I am currently building a customer save / lose playbook for the Account Managers, if they've managed to s...read more
CDouglas4 on November 06, 2023
Turn my saved deal view into a pivot report in a single click
It's happened so. Many. Times! I go looking for a 'small' piece of data that's easiest to find by using a deals view filter set. In that 'small' piece of data, I see an issue that means I need to look at 3 other pieces of info. I just want to pull read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
CDouglas4 on September 01, 2022
Increase workflow quote-based trigger options
It would be really handy if we could increase workflow trigger and action items based off of quotes. We provide our quotes to our opportunities directly ahead of providing them a contract for pricing clarity (and openess, increasing trust, etc) bu read more
Reply Idea Workflows
2 upvotes
2 Replies
CDouglas4
Member
October 26, 2023
Hey @CDurand7 I couldn't find a way with the quotes themselves, we ended up using a custom property checkbox field and asking our sales team just t...read more
AliAnsari on September 03, 2022
Conditional Properties
Hello, It would be nice to have conditional properties based on other field values. for example, I have created a dropdown for closed lost reason property and have the below options: reason 1 reason 2 reason 3 Other I want to have an read more
Reply Idea Deals Properties
0 upvote
1 Reply
CDouglas4
Member
November 08, 2022
Hey Ali - a similar thread was started a while ago here. It may be worth upvoting / adding your thoughts. Regardless, I completely agree with you...read more
SamuelBanks on May 18, 2022
Conditional Field Dropdown Values
Hey HubSpot, We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B" What we're looking to achieve is, "If Field A's Value i read more
Reply Idea Forms Properties
74 upvotes
30 Replies
CDouglas4
Member
November 08, 2022
I back required pipeline properties! ^ We have a range of products that need different properties. For example, one of our products needs 8 differen...read more
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