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joshm
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Member since ‎Mar 20, 2018
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Activity

simon_toussaint on January 14, 2021
Support multicurrency for deals coming from salesforce
Actually when deals are imported from SFDC, if we have multiple currencies managed in SFDC, it's imported with default currency in HubSpot. Ex. a deal of 100k USD in SFDC, will be imported in HubSpot has 100k EUR deal if the currency by default is read more
Reply Idea Admin Deals Integrations
34 upvotes
14 Replies
joshm
Participant
April 02, 2024
This is going to affect any report where we need to show revenue. Please say this is coming soon! (Along with Product/Opp Product object support!!)
Solved
Matt_Sciannella on November 15, 2018
HubSpot Tickets to SalesForce Cases Integration
I've looked hard at Service Hub as a great tool for us to allow Customers to initiate product repair requests for some of our hard goods. However, my Sales Director and President are insisting that anything done on my end to automate this proces read more
Reply Discussion
18 upvotes
8 Replies
joshm
Participant
October 19, 2023
@SLane0 NICE. Do you get duplicate tickets created back in HubSpot, does it match or do you have the sync turned off?
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
6 upvotes
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
406 upvotes
108 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
1823 upvotes
559 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
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