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sales
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Member since ‎May 23, 2018
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  • solutions
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  • Replies
    11
  • Upvotes Given
    17
  • Upvotes Received
    34
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MichalWurm on October 01, 2021
Multiple time zones / custom availability for Round Robin meetings
Hello, I'd like to request adding a custom availability for team members and multiple time zones support for round robin meetings. We have team members scattered across the world. In ideal case we want clients being able to book a meeting with read more
Reply Idea Meetings Users & Teams & Permissions
126 upvotes
38 Replies
sales
Contributor
June 06, 2022
Yes, this is a necessity for global teams!!
Solved
sales on March 30, 2022
User changing teams - how to keep their historical activities on their previous team?
Hey all We're promoting an SDR to a sales rep and I'd like to keep their SDR activities on the SDR team and have their new activities on the sales team - this is important for our metrics. The obvious workaround is to create a new user.. but tha read more
Reply Discussion Admin best practices Enterprise Reports Workaround
0 upvote
1 Reply
sales on February 10, 2022
Edit Standard views
Hey team - I'd love to be able to repurpose the "Standard" views in Deals, Contacts, Companies to help our users find the important and "default" views for our business. I think this should be reserved for an admin/leader to set and limit the nu read more
Reply Idea Deals
7 upvotes
0 Reply
Solved
sales on December 09, 2021
Combining expansion booking with a renewal
Hi all, Edit - we're Saas, annual term, one product company I'm curious how you all are tracking expansion bookings when they're aligned with a renewal. We've got two funnels (new bookings and renewals) and IMO it's best for reporting to have two read more
Reply Discussion Enterprise
0 upvote
11 Replies
sales
Contributor
February 10, 2022
I'm going to answer my own question here as our VP Sales had a strong preference for a renewal deal that "shows everything in just one deal" and I ne...read more
Solved
gmiddleswarth on January 05, 2022
HubSpot should allow syncing Contacts, Companies, and Deals to the Sandbox account
While I appreciate the addition of a Sandbox account to HubSpot, I do find it rather odd that there isn't a way to copy the Contacts, Companies, and Deals from your production account to the sandbox account. I really need an exact copy of my product read more
Reply Discussion Admin Companies Contacts CRM Deals Enterprise Professional Settings
17 upvotes
5 Replies
sales
Contributor
January 06, 2022
Agree, this would be super useful. I added my related comments to this thread: https://community.hubspot.com/t5/HubSpot-Ideas/Sandbox/idc-p/551680#M...read more
corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
233 upvotes
61 Replies
sales
Contributor
January 06, 2022
In its current state, the sandbox is a useful testing environment. It's a great feature and a step in the right direction. Two requests for the n...read more
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