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davidrevis
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Miembro desde ‎mar 7, 2017
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hannahflat en May 06, 2021
Ability to merge companies that have parent/child records
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 Leer más
Responder Idea Contacts & Companies
79 Me gusta
33 Respuestas
davidrevis
Colaborador
Marzo 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...Leer más
karinamariotti en Noviembre 02, 2018
Future Rolling Date Range
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 Leer más
Responder Idea Contacts & Companies Sales Reporting
198 Me gusta
77 Respuestas
davidrevis
Colaborador
Marzo 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...Leer más
Resuelta
GEiselt en Noviembre 05, 2021
Filtering reports using association labels
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 Leer más
Responder Conversación Professional
37 Me gusta
27 Respuestas
davidrevis
Colaborador
Enero 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...Leer más
RobbDillon en Julio 30, 2020
Can you save a task and not have it auto-complete?
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 Leer más
Responder Idea Tasks
6 Me gusta
12 Respuestas
davidrevis
Colaborador
Octubre 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...Leer más
Siddall en Junio 22, 2017
Define our Fiscal Year / Quarters
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 Leer más
Responder Idea Lists Sales Reporting
282 Me gusta
170 Respuestas
davidrevis
Colaborador
Septiembre 07, 2021
This has not been resolved - very disappointing
MHagood en Diciembre 30, 2020
Option to Not Auto Complete a Task
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. Leer más
Responder Idea Tasks
17 Me gusta
6 Respuestas
davidrevis
Colaborador
Julio 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...Leer más
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