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paddie
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コミュニティー参加日： ‎6 6, 2019
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  • 件の返信
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  • いいね！した数
    63
  • いいね！獲得数
    9
  • ご意見・ご提案
    3

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アクティビティ

RRazote8 9月 12日, 2023
Deals - Custom Property Conditional Logic WITHIN Deal Stage Conditional Logic
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 続きを読む
返信 アイデア Deals Properties
7 いいね！
3 コメント
paddie
参加者
3月 18日, 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...続きを読む
paddie 4月 03日, 2023
Forecast tool - User change team
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 続きを読む
返信 ディスカッション Deals
1 いいね！
5 コメント
paddie
参加者
4月 06日, 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...続きを読む
paddie 4月 06日, 2023
Forecast improvement - Team changes
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 続きを読む
返信 アイデア Deals Sales Reporting
3 いいね！
1 コメント
Jon-Eric1 6月 14日, 2022
View Sales Forecast Without Super Admin rights
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 続きを読む
返信 アイデア Sales Reporting Users & Teams & Permissions
3 いいね！
1 コメント
paddie
参加者
4月 06日, 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...続きを読む
SHawke 11月 09日, 2022
Forecast
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 続きを読む
返信 アイデア Sales Reporting
3 いいね！
1 コメント
paddie
参加者
4月 06日, 2023
Yes excluding teams from the Forecast view would be very usefull.
paddie 4月 03日, 2023
Forecast tool - User change team
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 続きを読む
返信 ディスカッション Deals
1 いいね！
5 コメント
paddie
参加者
4月 06日, 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...続きを読む
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