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nnikolas
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Membre depuis ‎mars 20, 2018
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Rebelpay le Juillet 13, 2021
Can I assign a deal to two users?
I have an internal team and an external team. The deals the external team get assigned to an internal rep also. When I assign them to the internal resource the external team loses visibility to their deals. I do not however want to allow the externa Lire la suite
Répondre Discussion Deals
0 Mention J'aime
11 Réponses
nnikolas
Contributeur
Janvier 30, 2024
How can you filter reports with this field tho? We can only filter based on the original owner field but also want to report on the 2nd ownership fie...Lire la suite
nnikolas le Novembre 17, 2023
Forecast History Edit
Hello, Being able to edit the forecast historically is needed. We have large deals and long sales cycles; if you think a $2M deal will hit this month, but it slides once or twice, your quarterly forecast is suddenly off by $6M. We also have new Lire la suite
Répondre Idée Deals Sales Reporting
0 Mention J'aime
0 Réponse
Mindspan le Janvier 29, 2021
List of contacts from list of companies
I would have thought this was basic functionality within HubSpot; however, this doesn't seem to be the case according to support. All I want to do is create an active list of contacts assocaited with an active list of companies. E.g. I have a l Lire la suite
Répondre Idée Contacts & Companies
152 Mentions J'aime
33 Réponses
nnikolas
Contributeur
Mai 08, 2023
Yes! We need this. We don't use Hubspot for our pipeline, just marketing. I want to export a list of client companies from out other CRM, upload it t...Lire la suite
Prohibiting le Octobre 22, 2020
SEQUENCES - Allowing multiple steps on the same day
Hi, I was very suprised to find out that you can't have multiple steps in a sequence on the same day. For example, I might want a LinkedIn connection request and a phone call step on the same day. Or, an auto-email being sent out and a LinkedIn Lire la suite
Répondre Idée Sequences
20 Mentions J'aime
9 Réponses
nnikolas
Contributeur
Avril 05, 2021
This! I can't believe this isn't a feature. We want reps to make a call, send a LinkedIn request, and have a follow-up email send all in one day, not...Lire la suite
allyg le Mai 20, 2019
Bulk-editing multiple checkbox properties
When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently th Lire la suite
Répondre Idée Contacts & Companies
173 Mentions J'aime
47 Réponses
nnikolas
Contributeur
Février 03, 2021
Agreed!! Upvote x100000000 Case: We want to "tag" prospects when they express interest in a certain topic. We can do some of this through workfl...Lire la suite
jennysowyrda le Novembre 17, 2020
[Feedback Request] Why do you use/not use CMS Hub?
Hi Developers! Our @VoiceofCustomer team here at HubSpot wants to hear from you! Their mission to make you a happier HubSpot customer. They do that by collecting and analysing your feedback across all points in your experience a Lire la suite
Répondre Discussion Professional Starter
5 Mentions J'aime
19 Réponses
nnikolas
Contributeur
Novembre 24, 2020
Echoing what someone mentioned above, our entire website is powered through WordPress, WP isn't going anywhere. Hubspot... who knows. I certainly hop...Lire la suite
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