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Trevor
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Member since ‎May 23, 2017
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  • Replies
    5
  • Upvotes Given
    20
  • Upvotes Received
    271
  • 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
283 upvotes
81 Replies
bperkins
Member
May 20, 2022 07:25
We are in need of this as well. Different use case though - we would like to report on all Survey Feedback submitted by Contacts. Currently limited t...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
mbinyc
Participant
July 26, 2018 14:08
From where can we reach the menu to disable, enable dashboard reports?
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
480 upvotes
138 Replies
Joacimbr
Participant
May 10, 2022 03:08
Everyone here should upvote the following post/request for futher inbound call features: https://community.hubspot.com/t5/HubSpot-Ideas/Additional-c...read more
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
298 upvotes
135 Replies
STrotter
Member
May 19, 2022 12:00
Our current workaround is to have our Sales Support Team book using the rep's meeting link, but it is sloppy. I also REALLY hope that this isnt...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
176 upvotes
54 Replies
EWallace3
Member
May 18, 2022 12:36
We work with School Districts and having this capability would save so much time!! If we only filled in Parent Company (district) level data into spe...read more
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
JelgerBos
Member
April 19, 2020 07:22
Hi, Is there a plan to support these custom call outcomes by the call outcomes API? Regards, Jelger
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