Lucinda

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44
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Lucinda Watt

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Nick_Trendline on April 29, 2020

Workflow for First Deal Closed Date

Hi HS Community, Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object? The close date of the first deal for a company. Thanks. Nick

Reply Discussion Companies Deals

3 upvotes

7 Replies

Lucinda

Contributor

August 31, 2022

I would really like to see HubSpot come up with a first deal won date property. We have multiple business units on one instance of HubSpot and I want...read more

JorieMunroe on July 11, 2021

How often do you clean your contacts database?

We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more

Reply Discussion

160 upvotes

1130 Replies

Lucinda

Contributor

August 09, 2022

We are continuously cleaning our database and have multiple processes in place to ensure that all data is being reviewed. The Marketing team share re...read more

indiracatmedia on July 08, 2022

Default brand colours for reports

I'm submitting this on behalf of a customer. It would be very nice to be able to set up brand default colours for reports as well, so when reporting to the board, we have brand consistency and is visually consistent and understandable. For instance, read more

Reply Idea Dashboards & Reports

1 upvote

1 Reply

Lucinda

Contributor

July 20, 2022

I'm having the same issue. I want to use our brand colours on reports but you can't save these down as default, so I'm having to look up the hex code...read more

RiccardoPisani on March 12, 2018

Allow same content to be connected to multiple Campaigns

hi there HubSpotters If you connect a piece of content to a HubSpot campaign : - it will be unplugged form other campaigns - it will bring with him all the old stats and connect them to the campaign you just created Would be great t read more

Reply Idea Campaigns

94 upvotes

32 Replies

Lucinda

Contributor

February 16, 2022

Please, please, please. We have sub-campaigns of much larger campaigns across the business. It would be really helpful to be able to tag in multiple ...read more

steinarslatten on March 16, 2021

Allow "entered stage date" in Custom Report Builder

Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more

Reply Idea Dashboards & Reports

85 upvotes

18 Replies

Lucinda

Contributor

February 04, 2022

Desperately needed! I want to be able to show number of deals on a monthly basis over a period of a year that are entering each pipeline stage and ha...read more

AnnaBargalló on March 12, 2021

Tickets funnels reports

Why can't we create funnels with service pipeline states? Or at least be able to sort the reports that post tickets in each Pipeline state according to the order of the Pipeline?

Reply Idea Dashboards & Reports Tickets

23 upvotes

7 Replies

Lucinda

Contributor

December 20, 2021

Yes please, we are using Tickets to manage our SDR/telesales pipelines and want to be able to see how many tickets have gone through each stage and w...read more

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