saige_clawson

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Saige Clawson

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Activity

AnnieRECIPE on March 17, 2024

Customise Global Search Results Settings, including Properties showing in columns, order, length

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different read more

Reply Idea Account Settings Contacts & Companies Custom Objects Deals Properties

97 upvotes

23 Replies

saige_clawson

Participant

October 01, 2024

So glad to hear that this functionality will be coming this quarter! As our business grows more complex and builds more on HubSpot, this will help us...read more

SarahOps on December 01, 2021

Column totals in deal view

Hello HubSpot Community! Our Sales team using Sales hub need to be able to see the sums of the value columns (e.g amounts) directly in their deal table view. This is currently one of their biggest pain points. They have to set up reports in das read more

Reply Idea Account Settings

30 upvotes

11 Replies

saige_clawson

Participant

August 22, 2024

This would change the entire game for our sales team. I'm desperately trying to drive HubSpot adoption and get leadership out of Excel, but the inabi...read more

Leadstreet-M on July 15, 2020

Counting business days only in workflows and sequences

Hi, there are already similar ideas raised, but most of them target the need to exclude bank holidays or company closing days when actually sending an email from a sequence or workflow. For this an admin would have to be able to add these closing read more

Reply Idea Sequences

114 upvotes

28 Replies

saige_clawson

Participant

August 08, 2024

This is much needed. Similar to other use cases above, we want to send email reminders if a ticket has been open for a set amount of time and we are ...read more

Beka on January 28, 2020

Controlling and Arranging Fields in Report Drill Downs

Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more

Reply Idea Marketing Reporting Sales Reporting

71 upvotes

21 Replies

saige_clawson

Participant

May 24, 2024

Begging with all the energy I have to be able to customize the order of fields in the table view in custom reports. In 100% of the reports I create, ...read more

Daniel91 on September 14, 2017

HTML Templates Hubspot Sales Pro

I think its a must that hubspot sales should start to provide the possibility of adding html templates. We already pay 50$ per person to use more then 5 templates and in 2017 not being able to use HTML its like cutting off one leg to many comp read more

Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates

108 upvotes

46 Replies

saige_clawson

Participant

May 13, 2024

This is so needed, I can't believe it's 2024 and this isn't an option yet. Our team needs to send branded emails to our customers to update them on t...read more

JMaylandOlsen on April 20, 2022

Team goals & sub-goals

Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more

Reply Idea Sales Reporting

221 upvotes

60 Replies

saige_clawson

Participant

October 06, 2023

I absolutely need this! Our team goal is typically different than the sum of our user's goals, so reporting on this is impossible. I would also love ...read more

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