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paddie
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Miembro desde ‎jun 6, 2019
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RRazote8 en Septiembre 12, 2023
Hi! It would be a great addition to the already-existing deal conditional logic for deal stages and deal creation if there's a custom property conditional logic WITHIN the deal stage conditional logic if the latter is being moved to the next s Leer más
7 Me gusta
3 Respuestas
Participante
Marzo 18, 2024
Yes, this feature would be awesome. Instead of adding all properties which Sales has to fill out if X or Y happened, we could really just add relevan...Leer más
paddie en Abril 03, 2023
Our sales team is working in different pods and have their individual targets but the pods have also team targets. User X and Z changed teams after Q1 but what they have closed in Q1 should count against their old team targets. When I change their Leer más
1 Me gusta
5 Respuestas
Participante
Abril 06, 2023
Hi Dan, thanks for your answer. I thought this already. I posted somethign in the idea forum: https://community.hubspot.com/t5/HubSpot-Ideas/Forec...Leer más
paddie en Abril 06, 2023
Allow more option in the Forecasting tool. For example: Our sales team is working in different pods and have their individual targets but the pods have also team targets. User X and Z changed teams after Q1 but what they have closed in Q1 should Leer más
3 Me gusta
1 Respuestas
Jon-Eric1 en Junio 14, 2022
Currently, the only way to view the Sales Forecast section is to either 1. Be a paid sales user 2. Be a Super Admin. If its not required to be a paid user to view the forecast section, can that section be added to toggle on/off in the user pers Leer más
Participante
Abril 06, 2023
This would be awesome! We also have different users which needs to have access to the forecasting tool, but don't use anyting else from the paid sale...Leer más
SHawke en Noviembre 09, 2022
I would like to be able to remove a team from the forecast. We have a BDR team, that doesn't have a forecast and would like to remove them from the Forecast. As well as I would like to be able to have a deactivated users info still show up in the Leer más
3 Me gusta
1 Respuestas
Participante
Abril 06, 2023
Yes excluding teams from the Forecast view would be very usefull.
paddie en Abril 03, 2023
Our sales team is working in different pods and have their individual targets but the pods have also team targets. User X and Z changed teams after Q1 but what they have closed in Q1 should count against their old team targets. When I change their Leer más
1 Me gusta
5 Respuestas
Participante
Abril 06, 2023
Hi Dan, thanks for your answer. I thought this already. I posted somethign in the idea forum: https://community.hubspot.com/t5/HubSpot-Ideas/Forec...Leer más
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