Perfil

KateFoy
Participante
Membro desde ‎set 7, 2022
  • Soluções
    0
  • Respostas
    2
  • Avaliações positivas dadas
    20
  • Avaliações positivas recebidas
    2
  • Ideias
    1

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Kate Foy

Atividade

danmoyle on Agosto 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 Leia mais
4 avaliações positivas
1 Respostas
Participante
Dezembro 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 on Dezembro 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 Leia mais
1 avaliações positivas
1 Respostas
Solucionado
KateFoy on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
FDevine on Outubro 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 Leia mais
17 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
Solucionado
KateFoy on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
APineiro1 on Abril 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 Leia mais
2 avaliações positivas
2 Respostas
Participante
Novembro 17, 2022
Need the same functionality for deals!
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • 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.