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WilliamMeeks
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Member since ‎Sep 4, 2018
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William Meeks

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AcuityMR on December 06, 2017
How to view historical deal stages
Is it possible to see a summary view of deal stage by date? For example, we have a "demo" stage within our deal pipeline. I'm trying to run a report that would allow me to see how many demo's were completed each month, but as soon as the deal moves read more
Reply Discussion
10 upvotes
14 Replies
WilliamMeeks
Participant
September 10, 2020
@slepoidevin @AnnaPerko It blows my mind that this information is only exportable this way! To my knowledge, you can't even build a workflow...read more
aaronschmidt on June 12, 2019
If/Then Branch Analytics
I would like to see how many contacts, or a percentage of contacts, fall into the yes/no paths of a workflow. For example, it would be really helpful to know if a certain step is loosing enrolled contacts at a much higher rate than others. P read more
Reply Idea Workflows
14 upvotes
6 Replies
WilliamMeeks
Participant
April 09, 2020
+1
809CharlieTango on August 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
Reply Idea
235 upvotes
91 Replies
WilliamMeeks
Participant
October 24, 2019
+1. This is a great idea, especially when there are several users across several departments and teams that need to be quickly updated and notified ...read more
MollUser1 on September 04, 2019
Required Properties after Property change
It would be very nice if you could select some required properties after another property has been changed. Example: If you change City, a window pops up and says "double-check country" Or: If you set Contact to "SQL Lost", a window pops up with read more
Reply Idea Contacts & Companies
21 upvotes
3 Replies
WilliamMeeks
Participant
September 09, 2019
+1. I think this is a missing piece in HubSpot over other enterprise platforms, where you can control the data integrity of non-automated data captu...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1240 upvotes
379 Replies
WilliamMeeks
Participant
March 08, 2019
We have this on our account and serves the purpose of connecting multiple outside contacts to one company and visa versa. I had our HS account manag...read more
alivia on February 06, 2018
Attaching Offline contacts to a campaign
Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of con read more
Reply Idea Campaigns Contacts & Companies
305 upvotes
154 Replies
WilliamMeeks
Participant
February 07, 2019
I echo what the others are saying here. There has to be an easy way to associate a list or group of contacts from an offline source event to be able...read more
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