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SiykaM
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Membre depuis ‎mai 23, 2019
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TrakstarBrett le Février 14, 2022
Multiple Form Selections for Submission Enrollment Trigger
Similar to some other ideas submitted, I would love the option to select multiple forms and use their submission as an enrollment trigger in a singular workflow WITHOUT the need to create a multitude of -OR- logic steps. We have many forms that Lire la suite
Répondre Idée Workflows
5 Mentions J'aime
2 Réponses
SiykaM
Participant
Mars 21, 2023
Hello, I completely agree. As our company grows, our need to create new forms also grows and it becomes difficult to manage all of these forms. ...Lire la suite
virginiam le Novembre 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
539 Mentions J'aime
181 Réponses
SiykaM
Participant
Juillet 14, 2020
Can you please add us for the beta?
cfleishman le Août 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Lire la suite
Répondre Idée Deals
1822 Mentions J'aime
559 Réponses
SiykaM
Participant
Décembre 03, 2019
We need this as well.
virginiam le Novembre 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
539 Mentions J'aime
181 Réponses
SiykaM
Participant
Juillet 14, 2020
Can you please add us for the beta?
SteveJenns le Mars 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Lire la suite
Répondre Idée Contacts & Companies
1041 Mentions J'aime
312 Réponses
SiykaM
Participant
Juillet 19, 2019
We need this as well! It's natural to just want to show the most revelant data and strive for simplicity. Very simple example, I want to show state f...Lire la suite
C-Note le Décembre 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit Lire la suite
Répondre Idée Contacts & Companies
287 Mentions J'aime
130 Réponses
SiykaM
Participant
Juin 07, 2019
This is definately a must have feature for filtering contacts/accounts and reporting.
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