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ASchaeffer
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Member since ‎Sep 21, 2022
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Alec Schaeffer

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Activity

bradytraeder on November 19, 2019
Editing the column width and customizing in deals board view
Being able to adjust the column width in the deals board view will help allow us to see what we want to see based on each deal stage, much like how you can customize in companies the size of each property. A full screen mode for the deals board that read more
Reply Idea Deals
44 upvotes
21 Replies
ASchaeffer
Member
October 25, 2022
This would be amazing. We were training our sales people on how to use HubSpot. It was challenging when the deal board did not fit on one screen. It ...read more
Clwagner on October 14, 2022
Add ability to create action filters based on workflow activity
I'm building a set of nurturing workflows based on our sales funnel and each workflow has different actions and goals that are used to move a contact to the next workflow. The biggest problem I am running into is the lack of options when buildin read more
Reply Idea Workflows
1 upvote
1 Reply
ASchaeffer
Member
October 14, 2022
I completely agree. It does not seem too difficult to implement other filtering options and would provide an easy solution to this problem.
Matty9 on March 25, 2022
Allow the use of fiscal year when creating revenue goals
Currently, the revenue goals tool is very useful, but it doesn't allow you to make goals in a different year than the year the goal started in, which is not conducive to people who function on a fiscal year rather than calendar year. Please allow fo read more
Reply Idea Sales Reporting
8 upvotes
8 Replies
ASchaeffer
Member
September 21, 2022
I am appalled that the fiscal year is not available for use in goal creation when it is an option for the account settings. It seems useless if we ca...read more
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