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WarrenE
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Mitglied seit ‎Apr 20, 2017
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Warren Eiserman

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Siddall on Juni 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Beitrag ansehen
Antworten Idee Lists Sales Reporting
282 Likes
170 Antworten
WarrenE
Teilnehmer/-in
September 11, 2019
Like most businesses we run and are measured by quarter, which does not align with the calendar year. Have had to use the Zoho reporting solution to...Beitrag ansehen
jcox on Januar 17, 2017
Multi-Currency Deals
I've seen the response to this query is that it is currently unavailable but being able to have deals in a range of currencies would be very useful.
Antworten Idee Deals
173 Likes
112 Antworten
WarrenE
Teilnehmer/-in
August 07, 2018
Hi Everyone, We have been battling with the multi-currency for over a year now on our HubSpot instance. We have now managed to solve this by imp...Beitrag ansehen
fxholl on April 29, 2017
Create and share task queues with other users
I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for Beitrag ansehen
Antworten Idee Tasks
261 Likes
110 Antworten
WarrenE
Teilnehmer/-in
Oktober 27, 2017
Support this idea, with the addition of the "HubSpot Teams" feature that was released a few months ago, it would be great to be able view tasks esp. ...Beitrag ansehen
mike175 on März 14, 2017
Cross Object Reporting
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D Beitrag ansehen
Antworten Idee Sales Reporting
75 Likes
39 Antworten
WarrenE
Teilnehmer/-in
Juli 24, 2017
As a workaround we used the HubSpot API and extracted the data into a Amazon (AWS) DB and then used a dashboarding tool to do our cross object report...Beitrag ansehen
WarrenE on Juni 23, 2017
Home page should load in users language automatically
HubSpot allows creating of multiple languages for the homepage, but in order for a user to see the homepage in their own language (based on their browser localle) they need to manually change to their own language via the "language switcher" Beitrag ansehen
Antworten Idee Website & Landing Page Editor
63 Likes
21 Antworten
WarrenE on Mai 28, 2017
Ability to configure double-opt in email settings in multiple languages
We have a site in different languages. The HubSpot COS double opt-in configuration (found in COS -> Content -> Content Settings -> Email -> Double Opt-in) is only supported in one language . Would be great if this was availabl Beitrag ansehen
Antworten Idee Marketing Emails
288 Likes
93 Antworten
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