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MattPutt
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Member since ‎Mar 13, 2018
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  • Upvotes Given
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  • Upvotes Received
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Matt Puttick

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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
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
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
MattPutt on November 13, 2020
Simple one. You can't currently add a comment to a feedback post on a contact activity feed. Can we get this added, please? Marketing manages the surveys when a comment is made that is of interest to sales, it would be easiest to tag a sales rep read more
1 upvote
0 Reply
Solved
MattPutt on September 25, 2020
Our contacts can often have long-lasting relationships, that means we frequently take our business with a contact when they change companies. It would be good to see a record (almost like a CV/LinkedIn listing) of previously associated companies read more
Hall of Famer | Partner
January 30, 2022 23:13
Hi @MattPutt , It's been a while but this is now possible. If you always update the currently associated company correctly, you can see the hi...read more
MattPutt on August 26, 2020
Hey, we are building a lot of feedback/review playbooks and logging them as notes on our dealboards. For example, if we win or lose a pitch, the team debriefs answering q's in a playbook, this is then saved to the dealboard as a note and anyone can read more
5 upvotes
2 Replies
Member
January 24, 2022 08:57
+1 on this. A title or way to sort by these completed playbooks would be extremely helpful.
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