Profil

samthemiller
Membre
Membre depuis ‎juil. 21, 2022
Envoyer un message
  • Solutions
    0
  • Réponses
    0
  • Mentions J'aime ajoutées
    3
  • Mentions J'aime obtenues
    7
  • Idées
    2

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

    La liste d'amis est vide

Sam Miller

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

bbither le Avril 16, 2020
Cross-object reports should count unique items (count unique companies in contact reports)
Cross-object reporting is a very powerful functionality within Hubspot. I have however been running across a limitation frequently. It's best described in an example. In this example, we'll look at Contacts and Companies where we view all contac Lire la suite
Répondre Idée Contacts & Companies
26 Mentions J'aime
15 Réponses
samthemiller
Membre
Juin 15, 2023
anybody managed to work around this yet? struggling with this too due to the way our contact/company associations are structured !
LiamW le Janvier 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 Lire la suite
Répondre Idée Knowledge Base
102 Mentions J'aime
17 Réponses
samthemiller
Membre
Février 06, 2023
+1, we need this for our success team !!
lalexander le Février 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 Lire la suite
Répondre Idée Deals
205 Mentions J'aime
71 Réponses
samthemiller
Membre
Janvier 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...Lire la suite
SamanthaA le Octobre 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.
Répondre Idée Dashboards & Reports Products and Quotes
41 Mentions J'aime
13 Réponses
samthemiller
Membre
Novembre 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...Lire la suite
samthemiller le Novembre 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 Lire la suite
Répondre Idée Deals Workflows
1 Mention J'aime
0 Réponse
Résolues
samthemiller le Août 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 Lire la suite
Répondre Discussion best practices Contacts CRM
0 Mention J'aime
1 Réponse
Voir les derniers posts
Sauvegardez le contenu dans vos favoris pour accéder rapidement aux conversations les plus utiles.
Premiers pas
Faisons connaissance ! Pour commencer, parlez-nous plus en détail de vos centres d'intérêt.
Présentations

Abonnements

Entrer en contact avec d'autres membres de la communauté est le meilleur moyen d'en tirer le meilleur parti. Voici quelques personnes que vous pourriez contacter.
Badges de la communauté

Mes groupes

Rejoignez des groupes pour discuter avec des membres ayant les mêmes centres d'intérêt que vous. Découvrez les groupes les plus populaires actuellement ou
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.