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CDouglas4
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Membro desde ‎jul 4, 2022
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Caitlyn Douglas

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SKalbhor on Setembro 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 Leia mais
Responder Idéia Sales Reporting
3 avaliações positivas
2 Respostas
CDouglas4
Membro
Fevereiro 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...Leia mais
Monjogard on Fevereiro 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 Leia mais
Responder Idéia Playbooks
148 avaliações positivas
39 Respostas
CDouglas4
Membro
Novembro 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...Leia mais
CDouglas4 on Novembro 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 Leia mais
Responder Idéia Dashboards & Reports
0 avaliações positivas
0 Respostas
CDouglas4 on Setembro 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 Leia mais
Responder Idéia Workflows
2 avaliações positivas
2 Respostas
CDouglas4
Membro
Outubro 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...Leia mais
AliAnsari on Setembro 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 Leia mais
Responder Idéia Deals Properties
0 avaliações positivas
1 Respostas
CDouglas4
Membro
Novembro 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...Leia mais
SamuelBanks on Maio 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 Leia mais
Responder Idéia Forms Properties
74 avaliações positivas
30 Respostas
CDouglas4
Membro
Novembro 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...Leia mais
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