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nnikolas
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コミュニティー参加日： ‎3 20, 2018
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  • ベストアンサー数
    1
  • 件の返信
    9
  • いいね！した数
    68
  • いいね！獲得数
    3
  • ご意見・ご提案
    1

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Rebelpay 7月 13日, 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 続きを読む
返信 ディスカッション Deals
0 いいね！
11 コメント
nnikolas
投稿者
1月 30日, 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...続きを読む
nnikolas 11月 17日, 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 続きを読む
返信 アイデア Deals Sales Reporting
0 いいね！
0 コメント
Mindspan 1月 29日, 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 続きを読む
返信 アイデア Contacts & Companies
152 いいね！
33 コメント
nnikolas
投稿者
5月 08日, 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...続きを読む
Prohibiting 10月 22日, 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 続きを読む
返信 アイデア Sequences
20 いいね！
9 コメント
nnikolas
投稿者
4月 05日, 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...続きを読む
allyg 5月 20日, 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 続きを読む
返信 アイデア Contacts & Companies
173 いいね！
47 コメント
nnikolas
投稿者
2月 03日, 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...続きを読む
jennysowyrda 11月 17日, 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 続きを読む
返信 ディスカッション Professional Starter
5 いいね！
19 コメント
nnikolas
投稿者
11月 24日, 2020
Echoing what someone mentioned above, our entire website is powered through WordPress, WP isn't going anywhere. Hubspot... who knows. I certainly hop...続きを読む
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