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ashuttleworth
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Member since ‎Jan 19, 2019
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  • solutions
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  • Replies
    2
  • Upvotes Given
    10
  • Upvotes Received
    8
  • Ideas
    -1

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Andrew Shuttleworth

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Activity

cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1822 upvotes
559 Replies
ashuttleworth
Participant
May 24, 2020
Wow. Super surprised this is not possible. Adding my +1
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
ashuttleworth
Participant
April 16, 2020
Wow. Looks like this may finally be in the works. Yay!
scinquegrani on May 26, 2017
OR condition between properties
I would like to be able to create a view (Company and Contact) on the Sales (CRM) side of Hubspot that satisfies an 'OR' condition. Currently the filters only support an 'AND' condition between properties.
Reply Idea Contacts & Companies
8 upvotes
2 Replies
ashuttleworth
Participant
March 17, 2019
The original requester said 'between properties' so I don't think the solution above addresses the need. There is another thread here with a simila...read more
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
ashuttleworth
Participant
April 16, 2020
Wow. Looks like this may finally be in the works. Yay!
granthensel on April 22, 2017
Set Deal Stage Win Probability to 0%
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
Reply Idea Deals Sales Reporting
112 upvotes
62 Replies
ashuttleworth
Participant
March 11, 2019
Agree. Currently system is too inflexible.
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