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nnikolas
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Membro desde ‎mar 20, 2018
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Naomi Nikolas

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Rebelpay on Julho 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 Leia mais
Responder Discussão Deals
0 avaliações positivas
11 Respostas
nnikolas
Colaborador(a)
Janeiro 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...Leia mais
nnikolas on Novembro 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 Leia mais
Responder Idéia Deals Sales Reporting
0 avaliações positivas
0 Respostas
Mindspan on Janeiro 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 Leia mais
Responder Idéia Contacts & Companies
152 avaliações positivas
33 Respostas
nnikolas
Colaborador(a)
Maio 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...Leia mais
Prohibiting on Outubro 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 Leia mais
Responder Idéia Sequences
20 avaliações positivas
9 Respostas
nnikolas
Colaborador(a)
Abril 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...Leia mais
allyg on Maio 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 Leia mais
Responder Idéia Contacts & Companies
173 avaliações positivas
47 Respostas
nnikolas
Colaborador(a)
Fevereiro 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...Leia mais
jennysowyrda on Novembro 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 Leia mais
Responder Discussão Professional Starter
5 avaliações positivas
19 Respostas
nnikolas
Colaborador(a)
Novembro 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...Leia mais
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