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joshm
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Member since ‎Mar 20, 2018
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HMasson on May 18, 2022
Creating a percent of total report on a custom property
I'm needing to make a company level report on how many are showing a specific checkboxed item from a customized property. ie. Property: Multiple Checkbox Conversation Type: Choice options are call, email or letter. I need to see what percenta read more
Reply Discussion
1 upvote
2 Replies
joshm
Participant
August 24, 2022
We too need the ability to create a percent of total in reports. The custom report can almost do this with the multiple y-axis, but they both use the...read more
caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
344 upvotes
98 Replies
joshm
Participant
September 14, 2021
Indeed, we need this to be able to analyze custom Contact fields currently. These fields are automatically updated with new info but the previous inf...read more
joshm on September 08, 2021
View/Select More Than 25 Associated Records [UI/UX Improvement]
Hi, there is a 25 record view/select limit when searching/adding existing Deals to a Contact. When you go to '+Add' an existing Deal, and search for deals, you will only see the first 25. There are instances where more than 25 records need t read more
Reply Idea Contacts & Companies Deals
1 upvote
0 Reply
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1604 upvotes
497 Replies
joshm
Participant
May 19, 2021
Over 1,100 Upvotes and 19 pages of comments and it's 'low priority' and 'currently not planned'? C'mon HubSpot. cc @maddieschiess
Christiana on October 11, 2017
Merge two companies with the Salesforce Sync Active
We'd like to merge two companies within HubSpot but have been told this functionality is not available as it is disabled for users who have a Salesforce integration with Hubspot . It would be great if this feature could be made available.
Reply Idea Contacts & Companies
103 upvotes
41 Replies
joshm
Participant
May 12, 2021
Hi @brandy_asplundh , thanks for the further explanation. If merging is not a priority, could managing Company records be a priority? Manage Duplica...read more
Naomi78 on May 03, 2018
Product synching with Salesforce
It would be great if products information for an opportunity was included in the Salesforce integration. At the moment, opportunities/deals are passed from SF into hubspot without the products attached.
Reply Idea Integrations
102 upvotes
37 Replies
joshm
Participant
April 06, 2021
This is critical for us. We need line items in Deals to sync with Opportunity Products in Opportunities.
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