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dorecchio
Contributor | Platinum Partner
Contributor | Platinum Partner
Member since ‎May 26, 2017
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  • solutions
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  • Replies
    9
  • Upvotes Given
    23
  • Upvotes Received
    111
  • Ideas
    7

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Dave Orecchio

Business Growth Advisor Helping Business Leaders Meet Changing Buyer Demands with Inbound Sales and Inbound Marketing. Hubspot Partner.

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dorecchio on July 11, 2024
Gaps in Recurring Revenue Reporting Beta
Regarding the new beta recurring revenue reporting function I have identified a few gaps which may or may not be in the plan for the tool. 1) In addition to recurring revenue inactive date, you should have recurring revenue active date becaus read more
Reply Idea Sales Reporting
13 upvotes
3 Replies
dorecchio on May 17, 2024
Hubspot Mobile App should apply all defaults when creating deals, contacts
Hi All, I have a client that is adopting Sales Pro and many of their users want to be able to do many of their daily tasks using the Hubspot App. To improve usability and streamline adoption, we have set up defaults like Deal name (using Firs read more
Reply Idea Contacts & Companies Deals
4 upvotes
1 Reply
dorecchio on March 08, 2024
Custom Global Variables for CRM
We are onboarding a client and have the need for a global variable across all deals that we can copy the value to a deal value and then increment the global variable using a workflow. Has anyone discovered a way to have a variable that is tie read more
Reply Idea Deals
1 upvote
0 Reply
dorecchio
Contributor | Platinum Partner
September 29, 2023
Reply to Link blog's related article module to SEO topic clusters
This is an obvious capability. Currently the content cluster portion of the SEO tool only tells the user if their content has a live link and the per...read more
dorecchio
Contributor | Platinum Partner
April 25, 2023
Reply to Is There a Way to Create Team Permissions?
Hi @Dan I added it to this post in the ideas forum .
dorecchio on April 25, 2023
Allow Enterprise Companies to connect permission sets to teams
Hi, I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them. Normally I create the permission sets and then the teams in the organization. This helps us read more
Reply Idea Users & Teams & Permissions
3 upvotes
2 Replies
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