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Siddall
Contributeur de premier rang
Member since ‎Mar 29, 2017
  • solutions
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  • Replies
    18
  • Upvotes Given
    41
  • Upvotes Received
    370
  • Ideas
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christourre on December 29, 2017
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more
118 upvotes
56 Replies
Member
May 10, 2022
Agreed, this is a small thing but very annoying for our team to keep deleting 'new deal' from the deal name.
christourre on December 29, 2017
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more
118 upvotes
56 Replies
Member
May 10, 2022
Agreed, this is a small thing but very annoying for our team to keep deleting 'new deal' from the deal name.
Siddall on June 22, 2017
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 read more
277 upvotes
168 Replies
Member
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and dashboa...read more
Siddall on March 29, 2017
There needs to be an option for the "Contact.Country_IP" to update the "Contact.Country" field. Unfortunately, it can't be done with a Workflow, because you can't update a List Field / Dropdown (Contact.Country) from a Text Field (Contact. read more
65 upvotes
16 Replies
Participant
February 17, 2022
Still needed. There's no way to do it yet, right?
mrizzo on July 24, 2018
According to the support team, the Influenced Revenue in Campaign Analtyics is " an imperfect metric at the moment because we include all deals associated with these contacts." This means that " any deal that is associated with any in read more
Participant
April 06, 2022
Please consider adding attribution reporting to the Marketing Professional Hub — the only way I can possibly make a business case for increased inves...read more
Babel_Gem on June 21, 2017
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 read more
Contributor
November 26, 2021
Hello everyone, We do have the same problem. A lot of contacts are created due to the Cc function of Outlook or the HubSpot sales add-on for Outl...read more
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