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Carly_Farlow
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Membre depuis ‎avr. 24, 2018
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  • Réponses
    18
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  • Mentions J'aime obtenues
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Carly Farlow

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Activité

KeeganSmith87 le Avril 23, 2020
Reporting feature should offer percentages
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi Lire la suite
Répondre Idée Marketing Reporting Sales Reporting
232 Mentions J'aime
67 Réponses
Carly_Farlow
Contributeur
Juin 27, 2022
This would up our reporting game to the next level. It would be awesome to see a percentage of our clients in different industries to know as a busin...Lire la suite
JimL le Décembre 02, 2021
Views - Allow Super Admins the ability to edit and save any existing View, regardless of ownership
Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator. You can only edit the views that are "Created by me". For example if one Super Admin creates a "default" view for users, and it needs Lire la suite
Répondre Idée Users & Teams & Permissions
78 Mentions J'aime
34 Réponses
Carly_Farlow
Contributeur
Avril 25, 2022
Yes! I'm currently having trouble deleting a property that I'm moving to another property because other users have that property saved in views. I've...Lire la suite
Résolues
Carly_Farlow le Février 24, 2021
Line Item Implementation & Renewals
Hey HubSpot Community! We are looking to implement line items possibly. I would love to talk to a fellow HubSpot Admin who has already done this and get any tips/learnings from doing so. I'd also love to learn how you track renewals using line i Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
8 Réponses
Carly_Farlow
Contributeur
Octobre 30, 2021
I have not, unfortunately.
JessicaReed le Septembre 23, 2019
Create folders within 'attachments' section to easier manage documentation.
I am wondering if there is a way to upload the 'attachments' on a contacts page to be in folders instead of just uploading into a bit of an unorganised mess. If that makes sense. For example with recruitment purposes, if we could create a 'C Lire la suite
Répondre Idée Contacts & Companies
191 Mentions J'aime
103 Réponses
Carly_Farlow
Contributeur
Octobre 28, 2021
If folders are not in the future - what's a workaround? Anyone have any ideas?
Carly_Farlow le Octobre 25, 2021
Activity Log for Line Items
Just as you can tell who last update a contact, company, or deal - it would be awesome to know who created or last updated a line item. Especially as we train our sales, strategic solutions, and customer success team to use the line items.
Répondre Idée Admin CRM Deals
1 Mention J'aime
0 Réponse
SCarlisle le Septembre 30, 2021
Update Line Items
We realized after our initial setup of line items that we could have organized them in a better way. So we created new line items and want to update the old deals to utilize these new line items. Unfortuneately, this is not something that can easliy Lire la suite
Répondre Idée Products and Quotes
5 Mentions J'aime
3 Réponses
Carly_Farlow
Contributeur
Octobre 25, 2021
YES! Currently going in and updating one by one...
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