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DShute
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Member since ‎Feb 27, 2025
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Dan Shute

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DShute on June 03, 2025
In the Deal Pipeline, currently there is a metric for Total Amount at the bottom of each Deal Stage. It's a bit of a niche business case, but we use a different metric and would like this summary to be calculated on this rather than Hubspot's defaul read more
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DShute on May 21, 2025
Currently within the Sales Workspace, when scheduling a new activity it is a manual process to add the associations. I.e. typing in the contacts/companies you would like to be associated with the activity (task/email). The suggestion is that the read more
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Contributor
May 21, 2025
Thanks for confirming my suspicions Josh. I might raise as an Idea
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DShute on May 21, 2025
Hi, When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity? For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against read more
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Contributor
May 15, 2025
Hi Karsten, Thanks for the quick reply. I'm still a little confused as the contact record for Emilie in Hubspot, shows that they have opened the ...read more
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DShute on May 15, 2025
Hi, We are starting to utilise sequences for one to one Sales outreach. Tracking the engagement on these emails is really important for our reporting, especially within the "Sequence Performance" section. The issue we are facing is that for som read more
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