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JBooth3
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コミュニティー参加日: ‎10 17, 2022
  • ベストアンサー数
    0
  • 件の返信
    1
  • いいね!した数
    7
  • いいね!獲得数
    1
  • ご意見・ご提案
    0

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Jessica Booth

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アクティビティ

DTadd1 12月 07日, 2021
Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he 続きを読む
75 いいね!
17 コメント
参加者
8月 07日, 2023
This is really needed - the ability to do everything with a custom object pipeline that you can with a Deal pipeline - in particular create reports ...続きを読む
kevmckay 4月 16日, 2019
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d 続きを読む
81 いいね!
25 コメント
参加者
7月 12日, 2023
@hubspot this is really needed for all the reasons mentioned above - most especially for migrating historical data into HS - so we can get rid of o...続きを読む
FelipeFelix 2月 18日, 2021
Hi there! HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have 続きを読む
53 いいね!
21 コメント
参加者
7月 12日, 2023
This is a great idea! - I'm keen to see it in HS. We needed it in particular on the Company record as we use HS to manage our Customers as a Customer...続きを読む
SFox12 4月 01日, 2022
We really need the ability to filter by association label outside of creating a list. If a company has more than 5 contacts associated, then currently we have to create a list and filter by company and association label to view the contacts with a s 続きを読む
82 いいね!
31 コメント
参加者
4月 19日, 2023
@jconsing Is the research complete? If not I'd love to be involved. We want to be able to use association lables between contacts and deals to...続きを読む
jbolger90 2月 03日, 2022
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E 続きを読む
111 いいね!
60 コメント
参加者
2月 07日, 2023
adding a +1 to this - it causes so much pain for the sales team and by extension me! 😉
eliot_martin 4月 12日, 2022
I am struggling with conflicts between what is shown on a quote and the ARR/TCC values populated on the deal. Here is the scenario... I have a service that I want to sell as 3-year subscription, billed on each year so have created the following 続きを読む
7 いいね!
7 コメント
参加者
11月 09日, 2022
The ability to add the personalised token in the line item section would help imensley then we could call it what we want and choose which field from...続きを読む
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