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GMcDaniel7
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Member since ‎Oct 24, 2023
  • solutions
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  • Replies
    1
  • Upvotes Given
    14
  • Upvotes Received
    17
  • Ideas
    3

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Activity

SRoberts on September 23, 2021
It would be great if you could choose which line item properties were editible after creation. We have a reporting system outside of HubSpot which relies on our line item names matching up with those in the reports. We have switched off the abil read more
73 upvotes
27 Replies
Participant
June 12, 2024
+1 It is a huge risk to allow anyone with deal access to be able to edit line items. It bypasses all controls we have in place.
Ryan_Venn on November 14, 2023
Looking for additional flexibility with how reports/charts are displayed on a dashboard. Higher resolution dashboard canvas Currently the dashboard canvas is 6 'blocks' wide. I'd love to see the resolution increase to at least 8 or 10 'block read more
Participant
May 09, 2024
This would be great! I would like to be able to create sections and headings. Providing a more detailed grid would allow me to use text boxes as head...read more
GRajput on July 07, 2023
we should be able to report upon custom properties of campaigns other than just influence and attribution thing. We have a custom object "Tag" on Campaigns Object but not able to report/pivot upon it.
5 upvotes
3 Replies
Participant
April 26, 2024
I completely agree, we should be able to report on this. I'm trying to build my Marketing Dashboard to include business KPIs around Campaigns a...read more
natedame on February 10, 2021
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
316 upvotes
60 Replies
Participant
April 11, 2024
Following up on this since there's been almost 300 upvotes and 60 comments but we have not seen any action from HubSpot. Is that at least on the road...read more
AGand on August 23, 2023
At the moment, it is not possible to associate a deal with more than one company in the 'create form' deal, even if more deal<>companies associations are set up. You have then to first create the deal and then add the other company to the read more
3 upvotes
1 Reply
Participant
April 01, 2024
This would be awesome. It would also be great if we could customize this with different pipelines. Not all pipelines will necessarily need two compan...read more
GMcDaniel7 on March 14, 2024
Since the transition between deal stages is essentially a milestone, I would like to be able to report on the completion of those milestone. What you currently can do : Create a report that looks at a certain date range For example: Count of read more
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