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WilliamMeeks
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Membro desde ‎set 4, 2018
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William Meeks

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AcuityMR on Dezembro 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 Leia mais
Responder Discussão
10 avaliações positivas
14 Respostas
WilliamMeeks
Participante
Setembro 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...Leia mais
aaronschmidt on Junho 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 Leia mais
Responder Idéia Workflows
14 avaliações positivas
6 Respostas
WilliamMeeks
Participante
Abril 09, 2020
+1
809CharlieTango on Agosto 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 Leia mais
Responder Idéia
238 avaliações positivas
92 Respostas
WilliamMeeks
Participante
Outubro 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 ...Leia mais
MollUser1 on Setembro 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 Leia mais
Responder Idéia Contacts & Companies
21 avaliações positivas
3 Respostas
WilliamMeeks
Participante
Setembro 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...Leia mais
DBowers3 on Junho 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.
Responder Idéia Contacts & Companies
1240 avaliações positivas
379 Respostas
WilliamMeeks
Participante
Março 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...Leia mais
alivia on Fevereiro 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 Leia mais
Responder Idéia Campaigns Contacts & Companies
305 avaliações positivas
155 Respostas
WilliamMeeks
Participante
Fevereiro 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...Leia mais
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