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faithantion
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Member since ‎Apr 13, 2018
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Activity

ddomroski on June 04, 2021
HubSpot reports currently have a field at the top of the report called 'About this report'. It would be helpful if this was an editable field to enter a description about the report for users.
16 upvotes
5 Replies
Contributor
February 08, 2023
This would be a very helpful feature. I've also had to make overly detailed and specific report names that take the whole width of the page to compen...read more
toricook on February 22, 2021
Hi there, When performing deal merges in HubSpot, there is an option to search for the deal name that you would like to merge. For companies that have multiple deals, this can quickly become confusing because they all have similar names. We need read more
2 upvotes
1 Reply
Contributor
February 06, 2023
Thank you for posting about this; we have the same issue. When merging Deals, only having access to one piece of information - Deal Name - in the dea...read more
Solved
SVaupell on February 17, 2021
Hello, I finally have our reps adding "Deals" into Hubspot for our owner to be able to start seeing clearer, what will be closing and when. I cannot find a way to add the Associated Company, which I have included in the Deal info to be entered read more
1 upvote
3 Replies
Contributor
January 31, 2023
As an earlier post indicated, Associated Company can be seen under the Deals view, but I second the original poster's request to have Associated Comp...read more
Mindspan on January 29, 2021
I would have thought this was basic functionality within HubSpot; however, this doesn't seem to be the case according to support. All I want to do is create an active list of contacts assocaited with an active list of companies. E.g. I have a l read more
55 upvotes
15 Replies
Contributor
January 27, 2023
Upvoted as we need this functionality as well. Our scenario is adding Contacts to a Static List if they meet certain Contact criteria and if their As...read more
DevinRZC_DM on December 18, 2019
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook read more
167 upvotes
42 Replies
Contributor
January 25, 2023
I agree. Playbooks are great, but to be used effectively, their content has to evolve. It's inefficient to have to rebuild the playbook every time we...read more
JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
67 upvotes
23 Replies
Contributor
January 06, 2023
I agree with everything stated in the original post and the replies. HubSpot Goals is a severely limited tool that is somehow less useful than a spre...read more
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