vmcgee

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Rachel_KL on Julho 02, 2020

Export Parent Company Name

I created a report showing a list of companies that have an associated parent company. The report shows exactly what I want. The issue is when I export that report data. Rather than getting the parent company name, I get the parent company ID. A Leia mais

Responder Idéia CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports

49 avaliações positivas

20 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Fevereiro 12, 2024

Still needed! Why show the Parent Company Name on the list but only export the HubSpot Company Record ID. Insane!

Akix17 on Abril 12, 2021

Favorites list for favorited dashboards

HubSpot allows users to "Favorite" dashboards, but provides no single location to view the favorites. There needs to be a way to see a list of favorited dashboards to complete the feature, otherwise starring it has absolutely no purpose.

Responder Idéia Dashboards & Reports

11 avaliações positivas

6 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Agosto 31, 2023

Right, what's the point of marking them as favorite if they don't show up first. This is a no brainer.

Emily_ on Dezembro 18, 2020

Workflow delays only during working hours

Workflow actions can be set to only execute during specific times, however the delays execute even outside those times. There should be an option to set the delays to only happen during set days as well. I have automated task reminders that need Leia mais

Responder Idéia Workflows

21 avaliações positivas

8 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Fevereiro 07, 2023

If the workflow is triggered to only happen during specific work days (M-F), then the delay should act the same.

twinloger on Abril 12, 2021

line items - use in workflows

Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. Leia mais

Responder Discussão CRM Deals How-To Sales Workflows

40 avaliações positivas

17 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Setembro 15, 2022

I was able to set a deal property "Provider Seats" based on the quantity of line items using a workflow. If quqntity is known enrollement, and then a...Leia mais

lalexander on Novembro 14, 2018

Option to automatically add a product to a deal with workflows

Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Leia mais

Responder Idéia Deals Products & Quotes Workflows

652 avaliações positivas

180 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Julho 23, 2021

Needed, so following to be kept up to date on when this feature might be released.

isabelgendron on Maio 02, 2017

Track Email Client Types

Mailchimp has a feature that gives you stats of the top email clients your contacts are reading your emails in. This is very helpful for formatting and prioritizing optimization for different email clients; for example, Outlook is a nightmare for CS Leia mais

Responder Idéia Marketing Emails Marketing Reporting

126 avaliações positivas

54 Respostas

vmcgee

Colaborador(a) | Parceiro Diamante

Julho 13, 2021

Could really use this! Client is looking at alternative email clients... HubSpot tech support said 50% of the emails will end up in the promotions fo...Leia mais

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