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Rosberg
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Membre depuis ‎juin 10, 2018
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OliviaB le Mars 14, 2019
Show individual sales person goals vs their total sales in one report
I'd like to be able to see a simple goals report, showing a sales reps individual goal vs what they have sold (goal vs deal won) for date parameters we set. I'd like to be able to see this as each individual and also as a team. So if I have User 1 w Lire la suite
Répondre Idée Sales Reporting
27 Mentions J'aime
10 Réponses
Rosberg
Participant
Janvier 05, 2021
This is the most basic information we need in a report to follow up and coach a sales team. Number of calls made compared to goal, including percen...Lire la suite
TauriqS le Février 21, 2020
Require Product on Deal Stage Change
Hi, Currently we can set deal properties to pop up, and require them to be filled in when moving between stages. Similar to this, I'd like the ability to require that there be at least one product associated with a deal when moving to a certain Lire la suite
Répondre Idée Deals Products & Quotes
18 Mentions J'aime
6 Réponses
Rosberg
Participant
Novembre 26, 2020
I want a new setting on Deals, which make it mandatory to select one or more products before a deal can be moved to "won" status. The problem tod...Lire la suite
Résolues
Rosberg le Août 14, 2018
Cannot automate email copy from Outlook 365 to Hubspot
When creating a new email in Outlook 365 i need to click the Hubspot Sales Tools button to enable bcc to Hubspot of the email. Is there any option in settings to make this copy to Hubspot by default? Is there any setting to always keep Hubspot Sales Lire la suite
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0 Mention J'aime
4 Réponses
Rosberg
Participant
Août 25, 2018
Hi Jenny, Thank you for your answer. When working in outlook i see the Hubspot sidebar on the right side as you explain. The problem is that i ha...Lire la suite
Résolues
Rosberg le Août 14, 2018
Cannot automate email copy from Outlook 365 to Hubspot
When creating a new email in Outlook 365 i need to click the Hubspot Sales Tools button to enable bcc to Hubspot of the email. Is there any option in settings to make this copy to Hubspot by default? Is there any setting to always keep Hubspot Sales Lire la suite
Répondre Discussion
0 Mention J'aime
4 Réponses
Rosberg
Participant
Août 25, 2018
Hi Jenny, Thank you for your answer. When working in outlook i see the Hubspot sidebar on the right side as you explain. The problem is that i ha...Lire la suite
maximilianq le Décembre 30, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means Lire la suite
Répondre Idée Deals
464 Mentions J'aime
134 Réponses
Rosberg
Participant
Août 09, 2018
Great to see that you are working on this, i will email you to join as tester.
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