stacy_jenkins

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65
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Stacy Jenkins

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BRuiperez on June 04, 2024

Red Circle with a number - What does it mean?

What is the meaning of this red circle and a number? Showing on some deals when using the Hubspot APP only

Reply Discussion Mobile App

1 upvote

7 Replies

stacy_jenkins

Contributor

July 29, 2024

Thank you for posting the idea! I have upvoted being able to turn off the scoring. Our pipelines are used to move RFP proposals, which aren't exactly ...read more

amandafann on September 20, 2021

Usage stats/view history for Reports and Dashboards

As a Hubspot Admin, I would like to be able to access the view history and stats on the usage of our dashboards to gain insight on which users are actively using/accessing which dashboards. Format could be similar to the Dashboard "Activity Log, read more

Reply Idea Dashboards & Reports

84 upvotes

20 Replies

stacy_jenkins

Contributor

July 17, 2024

Here it is, 2024 and I have not seen this capability. Data Quality is key to healthy decision-making. As Admins, we need to know who is viewing and u...read more

Solved

BRuiperez on June 04, 2024

Red Circle with a number - What does it mean?

What is the meaning of this red circle and a number? Showing on some deals when using the Hubspot APP only

Reply Discussion Mobile App

1 upvote

7 Replies

stacy_jenkins

Contributor

July 29, 2024

Thank you for posting the idea! I have upvoted being able to turn off the scoring. Our pipelines are used to move RFP proposals, which aren't exactly ...read more

Solved

ADenicoff on May 05, 2023

Filtering Tasks by Deal Stage

I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?

Reply Discussion Deals

0 upvote

4 Replies

stacy_jenkins

Contributor

June 05, 2024

The accepted solution is great since it gives you more detail and the opportunity to filter by deal stage. If you want to just see the tasks associat...read more

Solved

JesRichards on August 25, 2017

How do you switch a contact property to be a company property?

Is there a way to change a property from a contact one to a company one? We have custom properties that are categorized under contacts now from our old CRM, but we want to move them to be at the company level instead. For example Type: Prospect, cli read more

Reply Discussion

0 upvote

3 Replies

stacy_jenkins

Contributor

April 24, 2024

i realize this is seriously old, but in case anyone else was searching in 2024 like me: We can just "Clone" the property. When we click clone, HubSpo...read more

KyleJepson on July 11, 2021

Onboarding techniques that work

Most sales jobs have very little onboarding. The new rep might get a little bit of instruction and get to do a "ride-along" with an experienced team member, but then they're usually put on the frontlines and left to fend for themselves. Have a stor read more

Reply Discussion

18 upvotes

41 Replies

stacy_jenkins

Contributor

January 29, 2024

I could see a visual bingo game based on certain tasks completed in HubSpot. This would be very trackable and manageable. Nice idea!

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