Profil

KateFoy
Participant
Membre depuis ‎sept. 7, 2022
Envoyer un message
  • Solutions
    0
  • Réponses
    2
  • Mentions J'aime ajoutées
    20
  • Mentions J'aime obtenues
    2
  • Idées
    1

À propos

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

Amis

    La liste d'amis est vide

Kate Foy

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

Activité

danmoyle le Août 22, 2022
Managing time zones for closed deals
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
Répondre Idée Deals
4 Mentions J'aime
1 Réponse
KateFoy
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
Deal Close Date remove or standardize time component
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
Répondre Idée Deals
1 Mention J'aime
1 Réponse
Résolues
KateFoy le Novembre 22, 2022
Allow users to edit Right sidebar again
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
Répondre Discussion
0 Mention J'aime
2 Réponses
KateFoy
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
Include Zeros in Forecast Reports
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
Répondre Idée Sales Reporting
17 Mentions J'aime
2 Réponses
KateFoy
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
Allow users to edit Right sidebar again
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
Répondre Discussion
0 Mention J'aime
2 Réponses
KateFoy
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
Set Property Value for Specific Deal/Ticket (not all deals/tickets) Using Workflows
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
Répondre Idée Deals Properties Tickets Workflows
2 Mentions J'aime
2 Réponses
KateFoy
Participant
Novembre 17, 2022
Need the same functionality for deals!
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.