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PAFA
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Member since ‎Mar 29, 2019
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Kate Young

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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
286 upvotes
170 Replies
PAFA
Member
May 28, 2019
Another vote for this - an easy coding issue to resolve!
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1396 upvotes
448 Replies
PAFA
Member
April 16, 2019
Another vote here for this - I like that it's clean with just a couple variables, but it would be nice to switch out "close date" for another metric ...read more
adrefs on March 16, 2017
Quickbooks integration
I currently use a different CRM and one of the nice features, that I'm not seeing here, is the ability to send a contact's info directly into Quickbooks Online as a customer for speedy invoicing. Any chance that might be forthcoming w/Hubspot?
Reply Idea Integrations
38 upvotes
38 Replies
PAFA
Member
April 01, 2019
Hi there - any update from Hubspot on this? We're eager to pull products within deals over to QuickBooks for creating estimates and invoices too.
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