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samthemiller
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Member since ‎Jul 21, 2022
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LiamW on January 31, 2020
Knowledge Base reporting
I would like the ability to report on Knowledgebase article creation in the reports section of HubSpot. Right now the Dashboard provides views over time and specific article views, but to see published articles, drafts, or archived articles you have read more
Reply Idea Knowledge Base
66 upvotes
10 Replies
samthemiller
Member
February 06, 2023
+1, we need this for our success team !!
lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
160 upvotes
60 Replies
samthemiller
Member
January 25, 2023
bump, this is something that would make a significant difference to our workflow + it's a joke the default is "new deal" - we have so many quotes acc...read more
SamanthaA on October 19, 2020
Ability to report on all products, not just line items (products associated with deals)
Right now when creating a product report, only line items, or products associated with a deal, show up in the report. It would be ideal to be able to report on all products, including those that are not currently associated with a deal.
Reply Idea Dashboards & Reports Products and Quotes
30 upvotes
9 Replies
samthemiller
Member
November 15, 2022
I actually think even having a basic property like "last used" date (similar to sequences) would be pretty game changing - would make it easy to iden...read more
samthemiller on November 01, 2022
Make quotes editable
It would be great to have quote properties be editable. Currently, if you issue a quote with the wrong quote approver (e.g. somebody is out on vacation), I have to manually change the quote workflow, and the sales reps have to go and reissue the quo read more
Reply Idea Deals Workflows
1 upvote
0 Reply
Solved
samthemiller on August 17, 2022
Lead status best practice sharing
Hey all ! I know that HubSpot offers a ton of customisation options for this, but I am curious to know: how do your (sales) teams use lead status? For us, we're currently using: New (for everything that is fresh into our CRM and has never been read more
Reply Discussion best practices Contacts CRM
0 upvote
1 Reply
samthemiller on August 09, 2022
Deal split revenue should be included in quota attainment
Hi hi all, my first HubSpot community post so wish me luck !! I'm finding it frustrating that, with deal splits currently, there is no way of having the revenue closed through a deal split count towards the sales reps individual quota attainmen read more
Reply Idea Dashboards & Reports Deals Sales Reporting
1 upvote
1 Reply
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