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KateFoy
Participant
Membre depuis ‎sept. 7, 2022
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Kate Foy

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Activité

danmoyle le Août 22, 2022
For international organizations across multiple time zones, which can include different days, can we have a way to manage the time zone better? Example: An Australian company has a sales person in India or maybe America, and she closes a deal on 30 Lire la suite
4 Mentions J'aime
1 Réponse
Participant
Décembre 05, 2022
We have this issue as well - I just ran into a situation where a chunk of deals are in different years depending on where you sit to look at them.
KateFoy le Décembre 05, 2022
I would love to have the time component of the Deal Close Date be able to be defaulted to a certain time value. Currently the time portion is set by when a change to the field is made. For us, this creates an issue if a US West Coast user is working Lire la suite
0 Mention J'aime
1 Réponse
Résolues
KateFoy le Novembre 22, 2022
I would like to turn off/reset the default sidebar on the right on the Company view. Is there a way to do this? I want my users to be able to move the cards around manually again. I have not touched the default option on any of my other objects and Lire la suite
0 Mention J'aime
2 Réponses
Participant
Novembre 23, 2022
Thanks @kvlschaefer ! I had seen the article, but not until after I had changed the default, unfortunately. I wasn't planning on customizing the sid...Lire la suite
FDevine le Octobre 31, 2022
We recently rolled out the forecasting tool in Hubspot and it's a pretty good v1 but with one glaring issue. Reps who haven't sold anything and aren't forecasting any sales in a month are NOT included in the Weighted Forecast reporting from the Sal Lire la suite
17 Mentions J'aime
2 Réponses
Participant
Novembre 22, 2022
Deals with no values are often excluded from all our reports and we have had to put filters on the say "if a deal value is known OR if a deal value i...Lire la suite
Résolues
KateFoy le Novembre 22, 2022
I would like to turn off/reset the default sidebar on the right on the Company view. Is there a way to do this? I want my users to be able to move the cards around manually again. I have not touched the default option on any of my other objects and Lire la suite
0 Mention J'aime
2 Réponses
Participant
Novembre 23, 2022
Thanks @kvlschaefer ! I had seen the article, but not until after I had changed the default, unfortunately. I wasn't planning on customizing the sid...Lire la suite
APineiro1 le Avril 19, 2022
Context: When building a company or contact based workflow, you have the ability to use information from your contact/company records to set or copy property values to deals and tickets. HOWEVER, when you do it, you're not able to specify a deal/t Lire la suite
1 Mention J'aime
2 Réponses
Participant
Novembre 17, 2022
Need the same functionality for deals!
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