I definitely agree with JasonTisdal above! Team HubSpot seems to have serious difficulties in getting to the root of the problems. The deal ID (and IDs for all other objects) are naturally essential for the BACKEND use, for example, when using API integrations – yes. BUT they are completely useless for the sales teams. From an operational perspective, sales teams need a simpler, human readable deal numbering system that can be custumized based on the needs and requirements of their business and sales processes. And this shouldn’t be that hard to implement.
Once again, as I’ve been mentioning in all my other posts, a simple to implement yet essential feature that is missing on and missed by HubSpot. It’s hard to understand that a CRM that is also sold at enterprise level lacks these functionalities. As it is right now, HubSpot is only good for simple businesses that only sell through digital channels – but not for complex SalesOps.
I’m looking for a solution to this too. It is creating serious friction for two clients right now.
I’ve checked the solution, the Deal ID numbers are not sequential - 3576609470 and 3576276419 for two deals created 10 seconds apart, and the Deal ID is NOT searchable in the Deal table, only in the global search.
This should be simple to fix and is provided on so many other CRM systems. I can’t promote the virtues of HubSpot on one hand as the ‘single source of truth’ for your sales and marketing with the caveat “you need a spreadsheet to log your jobs against a deal ref”.
Why is Hubspot so relucant to do this? I don’t understand. When we had Zoho, this was a feature that really helped us track and allocated deals, I’m considering going back as I agree, if you are transacting widgets on the web it’s fine as is, but not for what we do. The request for this feature goes back to 2018 and nothing of any help has been offered, other than me having to use Zapier and Google Sheet if I want to acheive this.
From what I can tell, there are still no sequential deal numbers (some created the same day begins with a 9 and some with an 8??).
I’ve seen other ideas here about the deal id beginning with specific letters or number combinations followed by sequential number to differentiate between business areas, sales representative who created the deal etc. We used to use “OF” for offer and then the sales representatives first letter (small company) e.g. OFX and then a sequential number. It would be great if the deal IDs at least were sequential.
I don’t think Hubspot are interested. In the end we have had to use Zapier to acheive this. For us it is two Google Sheets and endless rows of AMV-[Number] for customer account number and then AMV-SR[Number] for Service References. The problem then is that hubspot will not search on these references. It’s pretty poor, possibly the worst CRM I have ever used in truth. Really lacks some very basic functionality and they appear to have no interest in resolving it. Original post about this was in 2017…