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KellieM
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Member since ‎Nov 22, 2018
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Kellie Millard

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Activity

VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
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
Reply Idea Calling Meetings Tasks
256 upvotes
80 Replies
KellieM
Member
March 03, 2023
very long overdue!
XavierDrake on May 08, 2017
Allow Access to Dashboard/Reports from Mobile App
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
Reply Idea Mobile Applications
143 upvotes
48 Replies
KellieM
Member
February 28, 2022
Definitely need this for our management team!
Solved
KellieM on June 29, 2021
Permissions: Companies/ Contacts and Pipeline
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
Reply Discussion Deals Enterprise Settings
2 upvotes
1 Reply
KellieM on November 24, 2020
Filter on Meetings
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
Reply Idea Meetings
0 upvote
0 Reply
Siddall on June 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 read more
Reply Idea Lists Sales Reporting
280 upvotes
168 Replies
KellieM
Member
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/ fi...read more
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