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Kellie Millard

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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
47 Replies
HubSpot Product Team
May 26, 2022
Hello @XavierDrake , I'm Sara from the Mobile Product Group, thank you very much for your feedback. We have released the first version of more
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
Hall of Famer | Partner
June 29, 2021
Hi @KellieM , That's correct, if a user has view access to a record, they can see all information on that record. There currently isn't any 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
March 03, 2022
Glad to see the functionality in the custom report builder. We need this as well. This would be very helpful in the standard reporting and more
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