Lucinda

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Lucinda Watt

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Nick_Trendline 4月 29日, 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

返信ディスカッション Companies Deals

3 いいね！

8 コメント

Lucinda

投稿者

8月 31日, 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...続きを読む

JorieMunroe 7月 11日, 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 続きを読む

返信ディスカッション

206 いいね！

1606 コメント

Lucinda

投稿者

8月 09日, 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...続きを読む

indiracatmedia 7月 08日, 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, 続きを読む

返信アイデア Dashboards & Reports

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Lucinda

投稿者

7月 20日, 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...続きを読む

RiccardoPisani 3月 12日, 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 続きを読む

返信アイデア Campaigns

127 いいね！

48 コメント

Lucinda

投稿者

2月 16日, 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 ...続きを読む

steinarslatten 3月 16日, 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 続きを読む

返信アイデア Dashboards & Reports

131 いいね！

33 コメント

Lucinda

投稿者

2月 04日, 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...続きを読む

AnnaBargalló 3月 12日, 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?

返信アイデア Dashboards & Reports Tickets

43 いいね！

12 コメント

Lucinda

投稿者

12月 20日, 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...続きを読む

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