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davidrevis
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Member since ‎Mar 7, 2017
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  • Upvotes Given
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David Revis

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Activity

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
Member
April 26, 2022 13:04
@kit-lyman this is HUGE, glad this is finally happening! Thank you!
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
17 upvotes
14 Replies
Community Manager
May 20, 2022 01:45
Hi @GEiselt @rstober @LY and everyone in this thread. I want to share with you the following ideas regarding this in our Ideas Forum: Vie...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
3 upvotes
10 Replies
Member
April 04, 2022 11:35
I make my call push my task forward because I didnt reach and make my note, now i have lost my task and my lead if I don't catch it.
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
277 upvotes
168 Replies
Member
March 03, 2022 12:21
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
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
10 upvotes
4 Replies
Member
February 21, 2022 07:51
Entièrement d'accord ! Certaines tâches nécessitent plusieurs appels pour être validées. Le risque c'est que lorsque nous ne faisons pas attenti...read more
nateangell on June 24, 2020
Because HubSpot does not provide a good way to see full deal history through stages, we had been using an API call like https://api.hubapi.com/deals/v1/deal {dealId}?hapikey={hapikey} to return properties on deals, and we were especially focused read more
6 upvotes
5 Replies
Contributor
July 19, 2021 12:57
@Derek_Gervais thanks for the link to deals API to reference "includePropertyVersions=true" to pull the historical statuses of each deal property ...read more
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