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KellieM
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Mitglied seit ‎Nov 22, 2018
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Kellie Millard

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Beka on Januar 28, 2020
Controlling and Arranging Fields in Report Drill Downs
Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar Beitrag ansehen
Antworten Idee Marketing Reporting Sales Reporting
69 Likes
19 Antworten
KellieM
Teilnehmer/-in
März 20, 2024
There must be a solution to this by now? This is driving me .. and my CEO insane! Having to replicate the table as a supporting report under a chart...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Calling Meetings Tasks
391 Likes
121 Antworten
KellieM
Teilnehmer/-in
Januar 31, 2024
Very interesting - considering this was the forum suggested by the support team?
KellieM on Januar 31, 2024
Meeting outcomes - rate my meeting
I want to easily be able to track and report on the quality of my meetings so would really like the ability to add properties against Activities - at the moment we are stuck with the pre-set fields. This is my use case: My BD team create the init Beitrag ansehen
Antworten Idee Meetings Sales Reporting
15 Likes
3 Antworten
mbarba on Februar 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi Beitrag ansehen
Antworten Diskussion
63 Likes
800 Antworten
KellieM
Teilnehmer/-in
Januar 23, 2024
Hi all! My name is Kellie and I'm working in a business ops / sales ops role currently. As the business is growing I'm keen to make sure we are fol...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Calling Meetings Tasks
391 Likes
121 Antworten
KellieM
Teilnehmer/-in
Januar 31, 2024
Very interesting - considering this was the forum suggested by the support team?
XavierDrake on Mai 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 Beitrag ansehen
Antworten Idee Mobile Applications
143 Likes
48 Antworten
KellieM
Teilnehmer/-in
Februar 28, 2022
Definitely need this for our management team!
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