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GailB
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Member since ‎Apr 16, 2018
  • solutions
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  • Replies
    4
  • Upvotes Given
    25
  • Upvotes Received
    3
  • Ideas
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Activity

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Pauldeming on November 13, 2020
Is ther a way to run a report for overdue tasks for a sales team?
7 upvotes
7 Replies
Community Manager
April 27, 2022
Hi @PValvo , Thanks for your feedback! I would recommend upvoting this related idea in our Ideas Forum and commenting there on why this feat...read more
Solved
rocket73h on May 31, 2020
I've seen this in many other applications. I have a form that includes a multiple checkboxes field. I want to add one at the end of the list called "Other" that has a text field for the user to fill in if none of the checkbox options is suitable. Is read more
3 upvotes
3 Replies
Participant
October 21, 2021
Hi Thanks for this idea, I am using a property field in Companies for the sales team to record information. I now have enough examples so I am goin...read more
KarthikC on April 03, 2020
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are read more
135 upvotes
33 Replies
Member
June 19, 2022
Totally agree, we work so hard to develop new leads and we use automated sales email sequences to contact them, but if at the end of the day we do no...read more
palmerij2 on February 21, 2020
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: read more
40 upvotes
13 Replies
Member
April 26, 2022
This would be a great functionality & would help tremendously for reporting purposes.
SHN on August 16, 2017
As a sales manager, it is critical to be able to filter out and measure only those activities that are done by a salesperson (HubSpot Owner). Presently, this can only be done by inspecting each individual contact and selecting the Filter Timel read more
Member
March 17, 2019
Agreed this is very important for our business also - bump
KathaHub on February 19, 2018
We use the CRM for the German market and unfortunately HubSpot Insights pulls a lot of incorrect data on the company records. In order to avoid manual fixes by our sales team every time a new contact is created, it would be great to have the optio read more
55 upvotes
28 Replies
Member
April 13, 2022
Could we get more control on how we configure the HubSpot Insight feature? Right now this seems to be an all-or-nothing situation and I think we coul...read more
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