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Trevor
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Member since ‎May 23, 2017
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  • solutions
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  • Replies
    5
  • Upvotes Given
    20
  • Upvotes Received
    427
  • Ideas
    2

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Activity

caroline_at_hv on May 17, 2017
Reporting based on History of a property
Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. A report that will give me the number of deals that were read more
Reply Idea Contacts & Companies Marketing Reporting
406 upvotes
108 Replies
Trevor
Contributor
January 02, 2018
Same concept, different use case. We need a way to pull a report of how many times a deal has changed stages and/or how many times a deal's close dat...read more
MattF on August 30, 2017
Change Default Dashboard
The ability to adjust which created Dashboard is shown as default would be extremely helpful. Currently, myself and members of our Sales team need to navigate away from the current basic "Sales Dashboard" in order to access our custom one that is pr read more
Reply Idea Sales Reporting
34 upvotes
14 Replies
Trevor
Contributor
December 28, 2017
This would be fantastic!
troelsfeodor on May 04, 2017
Handle inbound / incoming calls in HubSpot
We currently have to use a service like Aircall to handle the inbound calls, which is not ideal. When you do the outbound calling from Hubspot it would make sense to also be able to handle the inbound calls and get them properly tracked, recorded, e read more
Reply Idea Calling
494 upvotes
142 Replies
Trevor
Contributor
December 27, 2017
Yes, please! Having the contact property automatically opened for an incoming call would be remarkable.
Sara on May 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more
Reply Idea Meetings
388 upvotes
171 Replies
Trevor
Contributor
September 07, 2017
Here here. Currently, there is no way to record and report a meeting that was scheduled regardless if it actually performed or not. What is needed is...read more
Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
298 upvotes
105 Replies
Jmjermaz on March 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Reply Idea Calling
336 upvotes
137 Replies
Trevor
Contributor
June 20, 2017
Can you please add Sales Reporting as a label?
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