Profile

trudy
Participant
Member since ‎Mar 1, 2018
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    13
  • Upvotes Received
    104
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Trudy Lei

This user hasn't created a bio yet. Edit your own profile here!

Activity

rossfruin on April 21, 2017
Include Conversion Rates in the Deal Stage Report Like In The Funnel Report...
It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, read more
Reply Idea Sales Reporting
172 upvotes
46 Replies
trudy
Participant
July 10, 2018
I think this is absolutely necessary as well. This is a fundamental feature of sales reporting. Please let me know if there are any questions about h...read more
Solved
MattLM on November 01, 2017
Deal Stage funnel
Hi all Sorry if this is posted elsewhere but, I cant find it. It seems the dealstage funnel is only worth looking at if every one of your deals enters through all of the stages. Is there a way to make it representative of deals at each stage i read more
Reply Discussion
7 upvotes
18 Replies
trudy
Participant
July 06, 2018
@MattF I'm not seeing any of the settings under "measures" availables as options to choose. Any chance you could walk us through step-by-step? Wou...read more
SeanHenri on May 19, 2017
Slack Integration with Messages (Chat)
It's challenging to keep the Messages app open all the time in my browser. It would be amazing if I could be notified of new chats in Slack. Even better would be the ability to hold the entire conversation right in Slack, with the option to sw read more
Reply Idea Conversations Integrations
110 upvotes
68 Replies
trudy
Participant
April 11, 2018
Same question as above! Would love to be invited to the beta for this!
grayson on February 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons read more
Reply Idea Contacts & Companies
614 upvotes
251 Replies
trudy
Participant
March 22, 2018
I absolutely agree with this too. I want to be able to track certain tasks that I do in users accounts, and would like to name and customize the type...read more
acaringi on December 12, 2016
Email Reply Tracking
It would be great if Hubspot had the ability to track how many replies I got to my marketing newsletters. A lot of our newsletters are designed to get people to reply to them instead of having them click on something, so really the reply rate is wha read more
Reply Idea Marketing Emails
642 upvotes
178 Replies
trudy
Participant
March 14, 2018
Its been a year since this idea was posted... How does a marketing and sales software not track this super basic metric???
AndyPitre on April 04, 2017
Search contacts, companies and deals by custom properties
We need the ability to search (not filter) based on custom properties. Use case: I am speaking with someone on LinkedIn and need to find them within the CRM. Her name and email do not give the correct results. If I could search her by Li read more
Reply Idea Contacts & Companies
77 upvotes
44 Replies
trudy
Participant
March 08, 2018
This is a must have for us as well. We use Salesforce, and I've been testing Hubspot for a small subset of our team before we scale up to everyone. O...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.