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PaulMac
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Membre depuis ‎août 18, 2022
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Activité

JMaylandOlsen le Avril 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Lire la suite
Répondre Idée Sales Reporting
217 Mentions J'aime
60 Réponses
PaulMac
Participant
Avril 23, 2024
@hubspot This function in business critcal to many... What are you doing about this? Is it on the development path?
YDeshmane le Mars 20, 2024
Create a new company or a contact while creating a new deal
Create a new company or a contact while creating a new deal. Hubspot Tech Chat support confirmed that this feature (mostly standard in MS CRM/Salesforce and other CRM) doesn't exist in Hubspot and asked to post here for Hubspot product team to consi Lire la suite
Répondre Idée Deals
5 Mentions J'aime
4 Réponses
PaulMac
Participant
Mars 28, 2024
Not sure why this is not an option, this is a major barrier to having a quality contact database. The need is simple, people have a lead or deal they...Lire la suite
PaulMac le Mars 26, 2024
Deal value calculation should be: Amount (capex) + Line Items (opex) = TCV
I work as a smart buildings integrator, we track our project sales pipeline in hubspot capturing the deal amount as the value of the project. However, almost every project has a service and maintenance contract associated with the work, to capture m Lire la suite
Répondre Idée Dashboards & Reports Deals
0 Mention J'aime
0 Réponse
JMaylandOlsen le Avril 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Lire la suite
Répondre Idée Sales Reporting
217 Mentions J'aime
60 Réponses
PaulMac
Participant
Avril 23, 2024
@hubspot This function in business critcal to many... What are you doing about this? Is it on the development path?
MKatz le Janvier 14, 2022
Deal Pipeline View
Would be great if you could save your pipeline view to what you want it to be. This would benefit sales managers in so many ways! Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the Lire la suite
Répondre Idée Deals
5 Mentions J'aime
3 Réponses
PaulMac
Participant
Mai 31, 2023
Is this in development? For some reason when I select "deals" the view it brings me to is filtered pipeline that I don't really need.
Résolues
monicaway le Avril 19, 2017
Sorting contacts by Associated Company is not working
On the Contacts page in the CRM, I added the "Associated Company" column but I cannot sort the contacts list using this column. Any ideas?
Répondre Discussion
32 Mentions J'aime
31 Réponses
PaulMac
Participant
Novembre 03, 2022
This is a joke, I am regreting my moving from Pipedrive. This needs to be fixed, I am paying in excess of €30k for this and I can't view my contacts ...Lire la suite
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