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davidrevis
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Member since ‎Mar 7, 2017
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David Revis

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Activity

hannahflat on May 06, 2021
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a read more
79 upvotes
33 Replies
Contributor
March 28, 2023
Completely agree with everyone here. The parent-child company feature is really needed but we don't use it because of the inability to merge companie...read more
karinamariotti on November 02, 2018
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Contributor
March 03, 2022
Completely agree with @DCRobbie . I need to do exactly the same thing and the sales director is really unhappy at having to remember to go in and ch...read more
Solved
GEiselt on November 05, 2021
Greetings, We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals). I'm wondering if there's a way to leverage these assocation labels in reporting as a read more
35 upvotes
27 Replies
Contributor
January 06, 2022
The work around would work for contacts but we are using the association labels to identify roles on a deal that are separate from the main client co...read more
RobbDillon on July 30, 2020
the new interface automatically 'completes' a task when you save it. Can you turn this off?? Tasks aren't necessarily complete when you save. For example, if i have a prospect I am following up with, I will use notes section to track my activities read more
5 upvotes
12 Replies
Contributor
October 13, 2021
We are setting tasks automatically for the sales team to follow up with customers and monitoring if they have completed them (if they have actually c...read more
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
282 upvotes
170 Replies
Contributor
September 07, 2021
This has not been resolved - very disappointing
MHagood on December 30, 2020
I am having my team (Customer Experience) work with tasks in HS and we do several outreaches to the same client (i.e. 1 task for several different activities). When you log a call, make a call, send an email, the task gets automatically completed. read more
15 upvotes
5 Replies
Contributor
July 20, 2021
I agree. We want the task to be incomplete until we have managed to make contact with the contact or have given up on them. Not just auto-complete th...read more
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