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tmitch_sona
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Member since ‎Aug 7, 2022
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    10

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Activity

juliusfrey on January 19, 2023
Customizable Historical Snapshots
I would like to see the possibility to create my own reports based on historical data of deal stages and so on. Right now, the adjustability of the historical snapshot is very limitied compared to what paramaters can be adjusted for general reports. read more
Reply Idea Analytics Tools
20 upvotes
7 Replies
tmitch_sona
Participant
September 05, 2024
This is a big blocker to us at the moment. Super keen on being able to view weighted historical snapshots in particular.
JAmetller on September 19, 2021
Log LinkedIn messages into Hubspot
Feature Request: When using LinkedIn Sales Navigator integration, be able to log LinkedIn messages into Hubspot, wether those are from a LinkedIn chat or LinkedIn Sales Navigator chat. The messages could be automatically logged-in with an automated read more
Reply Idea Integrations
252 upvotes
71 Replies
tmitch_sona
Participant
August 23, 2024
Please action this HubSpot! SO much additional work for sales to do that puts them off using the CRM to its potential.
RCrawford on February 12, 2024
Report on Association Label Dates
Currently within the report builder there is no ability to report upon the date an association label was applied to a contact. For eample, if a lead were to be associated to a deal (with a specific label), we should be able to report on the date th read more
Reply Idea Marketing Reporting Sales Reporting
16 upvotes
3 Replies
tmitch_sona
Participant
July 18, 2024
Adding my voice to this - would be extremely beneficial in so many ways.
SaritaUrban on October 05, 2023
Conditional colour formatting for reports
It would be great for reports to have a feature where they can highlight fields when the value is equivalent to something specific like "document missing" or "No", so that it's more visually helpful.
Reply Idea Dashboards & Reports
6 upvotes
3 Replies
tmitch_sona
Participant
June 06, 2024
Adding my name to this request - would be super helpful and prevent us from having to do more analysis in sheets etc.
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1380 upvotes
205 Replies
tmitch_sona
Participant
April 30, 2024
So deflated to read @YavanikaSharma 's post above suggesting there's a 25 field limit. Agree that this will really impact the usefulness of this fea...read more
tmitch_sona on April 23, 2024
Fiscal quarter breakdown on snapshot reports please
Disappointed to see that we cannot break historical snapshot pipeline reports by fiscal quarter, only by traditional quarter. Means inconsistent reporting with the rest of our data across the CRM.
Reply Idea Dashboards & Reports Sales Reporting
1 upvote
0 Reply
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