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Vasiki
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Member since ‎Sep 3, 2024
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Vasiki on October 08, 2024
Difference between a Sales Enterprise Seat and No Seat
Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more
Reply Discussion Enterprise
0 upvote
1 Reply
SMcGoldrick on January 18, 2024
Export multiple reports with a single action
It would be nice to have the option in reporting and also on Dashboards to select multiple reports (maybe through checkboxes) and then select export vs needing to go to each individual report to export. I run quality control reporting weekly where read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
Vasiki
Member
September 27, 2024
I 100% agree. This would be such a great and convenient feature to have. I even think it would be great to allow this for sharing reports too; I want...read more
Solved
Vasiki on September 18, 2024
Sales Rep Part of 2 business units, but can't report on activity of extra team/business unit
We utilize HubSpot's Business Unit feature. We have a sales rep who works across 2 business units. This means he sends email, has meetings, and creates deals across 2 business units and 2 sales pipeline. Tracking deal activity isn't difficul read more
Reply Discussion Dashboards Reports
0 upvote
3 Replies
Vasiki
Member
September 19, 2024
Hi @kennedyp , this isn't what I'm seeing. Even if a contact is assigned to multiple business units, when I filter on the report for "Activity Assi...read more
Solved
Vasiki on September 18, 2024
Sales Rep Part of 2 business units, but can't report on activity of extra team/business unit
We utilize HubSpot's Business Unit feature. We have a sales rep who works across 2 business units. This means he sends email, has meetings, and creates deals across 2 business units and 2 sales pipeline. Tracking deal activity isn't difficul read more
Reply Discussion Dashboards Reports
0 upvote
3 Replies
Vasiki
Member
September 19, 2024
Hi @kennedyp , this isn't what I'm seeing. Even if a contact is assigned to multiple business units, when I filter on the report for "Activity Assi...read more
mktgqueen on March 20, 2020
Allow rounding of Amount in Deals
Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). If you could allow users (or admins) to set the auto-roundi read more
Reply Idea Deals
146 upvotes
49 Replies
Vasiki
Member
September 04, 2024
Any update on this? Such a small adjustment would be super awesome!
Solved
Vasiki on September 03, 2024
Restricting Access to Editing Reports in Dashboards
Hi all, I've built a number of dashboards, each of which will only be visible to specific teams. I was testing out some of the accessibilites by logging in as another user and noticed an issue. One of the users I logged in as, when accessing read more
Reply Discussion Dashboards Reports
0 upvote
1 Reply
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