Member since ‎Nov 22, 2018
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Kellie Millard

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VagaeNatus on September 02, 2018
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
80 Replies
March 03, 2023
very long overdue!
XavierDrake on May 08, 2017
Our reps have some specific reports on a specific dashboard they like to refer to on a daily basis. However, there are times where they may go an entire day without opening their laptop. It would be nice for them to have access to their dashboards v read more
48 Replies
February 28, 2022
Definitely need this for our management team!
KellieM on June 29, 2021
Hi all - i've had a good browse through the board and wondered if there were any updates yet around permissions for pipeline visibility. My scenario is this: I have a team of 12 sales people. I want the entire team to be able to see all Compan read more
KellieM on November 24, 2020
I am looking to report on my sales teams activity and have created a great report that shows all the meeting activity (by meeting type) by Account. This is a visual representation of the number of meetings we are having from 1st Engagement, through read more
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Siddall on June 22, 2017
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 read more
168 Replies
January 20, 2020
I've been able to use this with other CRMS and it seems like a basic concept. We absoutley now need this, following a change to allign our sales/ more
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