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Siddall
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Member since ‎Mar 29, 2017
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  • Upvotes Given
    41
  • Upvotes Received
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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
139 upvotes
66 Replies
Top Contributor
December 19, 2019
Coming up on our 2 Year Anniversary for this Idea! Still having to delete that no-value-add text with every new Deal...
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
139 upvotes
66 Replies
Top Contributor
December 19, 2019
Coming up on our 2 Year Anniversary for this Idea! Still having to delete that no-value-add text with every new Deal...
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
280 upvotes
168 Replies
Top Contributor
June 24, 2019
My "Year #2 Check-In" on this one. Bueller?
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
77 upvotes
16 Replies
Top Contributor
June 24, 2019
My "Year 2 Check-In" on this one. Bueller?
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
Top Contributor
May 08, 2019
Here is another simple scenario where this "Influenced Revenue" is very inaccurate. [We sell IT software, fyi.] Campaign launched: 2017 New Y...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
Top Contributor
May 07, 2019
Still a GDPR violation.
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