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JFrey
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Member since ‎Sep 15, 2022
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Activity

JFrey
Participant
July 24, 2024
Reply to Annual Recurring Revenue in the Forecast Tool (instead of Total Deal Amount)
100% there should be an option to choose which forecast to look and and how to set it. in SaaS businesses its more common to forecast and write goals...read more
JFrey on May 20, 2024
Log linkedin sequence messages automatically
You allow tasks to be created for linkedin messages; and you allow to "log linkedin messages", but the two are not interconnected - horrifiy user experience. If we create sequences that include linkedin tasks for my Sales Team, they still have to m read more
Reply Idea Activity Feed Sequences
0 upvote
0 Reply
JFrey
Participant
May 11, 2024
Reply to Recurring Revenue (Upsell tracking)
I am surprised this has not been solved yet, and Berangere, sadly your articles also dont solve that. We are struggling with the exact same reporting...read more
JFrey on January 15, 2024
Team based goals for extra members
My company is building team goals for three teams (partnerships, new business and customer success). However, I cannot do this in Hubspot. I either need to split this goal into the tree teams set-up, or I need to delete the teams set-up and put them read more
Reply Idea Users & Teams & Permissions
4 upvotes
1 Reply
JFrey on July 19, 2023
Move back lifecycle stages automtion
Its incredibly painful that lifecycle stages cannot move backwards, if its something users leverage to assess an "actual" lifecycle stage. A contact/company can move through the stages, and then go back to stage (1) as its being contacted again by a read more
Reply Idea Workflows
4 upvotes
0 Reply
JFrey
Participant
December 15, 2022
Reply to How to Edit Deal Card on Board View
Hey Karsten! Has this feature changed or moveD? I cannot find the seetings to change the board view anymore. Thanks!
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