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AndreaWeir
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Membro desde ‎mar 28, 2018
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Andrea Weir

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Siddall on Junho 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Leia mais
Responder Idéia Lists Sales Reporting
282 avaliações positivas
170 Respostas
AndreaWeir
Membro
Outubro 03, 2019
Any update on this functionality? This is very much needed.
Babel_Gem on Junho 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n Leia mais
Responder Idéia Contacts & Companies Sales Email Extensions & Add-Ins
205 avaliações positivas
91 Respostas
AndreaWeir
Membro
Setembro 26, 2019
This is ABSOLUTELY necessary. The lack of ability to turn off this automatic creation of contacts creates multiple issues in CRM and makes it nearly ...Leia mais
AndreaWeir on Março 28, 2018
Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?
A lot of our reporting is made very difficult by the fact that when someone is revrted to a previous lifecycle stage, HubSpot automatically deletes the value for the property "Became x Lifecycle Stage Date" for the further along the funnel stage. Leia mais
Responder Discussão
18 avaliações positivas
18 Respostas
AndreaWeir
Membro
Julho 25, 2019
Thanks for your response Alyssa - this is so interesting! You described my issue at Plum to a t. What we ended up doing after this post was crea...Leia mais
mfinocchiaro on Março 03, 2017
Tracking Documents from File Manager
We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked d Leia mais
Responder Idéia File Manager
551 avaliações positivas
155 Respostas
AndreaWeir
Membro
Janeiro 23, 2019
Agreed. Marketing files in the file manager should have the exact same tracking and analysis capabilities as sales documents.
DiegoPI on Junho 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be Leia mais
Responder Idéia Meetings
1009 avaliações positivas
331 Respostas
AndreaWeir
Membro
Janeiro 08, 2019
Yes, this needs to be implemented. Contacts are also sometimes confused because we don't have the ability to insert key info into the confirmation em...Leia mais
RiccardoPisani on Março 12, 2018
Allow same content to be connected to multiple Campaigns
hi there HubSpotters If you connect a piece of content to a HubSpot campaign : - it will be unplugged form other campaigns - it will bring with him all the old stats and connect them to the campaign you just created Would be great t Leia mais
Responder Idéia Campaigns
127 avaliações positivas
48 Respostas
AndreaWeir
Membro
Dezembro 04, 2018
Yes. This is a much needed feature. Some of my campaigns are pain point or use case based; some are channel based. It makes no sense that an asset ca...Leia mais
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