Deleting deals

Hi,

 

This is with regards to HubSpot sales CRM. Imagine what would happen if sales people start deleting deals when they can't convert? After all, who wants to close deals as lost? Who wants to accept the loss, especially sales people? 

 

The goal of having deal pipeline is to forecast revenue. However, if reps start deleting deals, how would the management hold them responsible? The management won't even know which deals got deleted and why. Further, imagine if reps start pushing close date every time when deals come due. How would the management know about it (in the absence of time stamp)? Therefore, the whole purpose of forecasting is getting defeated with HubSpot CRM. Reps can easily befool the management. 

 

I come from a company where we used Salesforce. The software has a feature to lock the delete button for the reps. It further has time stamp feature, which is really important to hold reps accountable to bringing business in timely manner. I do not have screenshots from Salesforce, but am sure your team can very well verify what I just wrote.

 

I understand sales CRM is not your core focus, but I still look forward to these features as your competitor could be using it against you. Rather, even we won't remain on the platform for long if the feature is not made available. 

HubSpot updates
16 Replies
New Contributor

Completely agree with the above - any development planned for this?

Occasional Contributor

I haven't heard anything from HubSpot on this.

Occasional Contributor

I think a permission setting for certain users not to be able to delete deals should be straightforward as similar permissions already exist in the system.  Would be really helpful and avoid a lot of sales re-analysis!

New Contributor

I agree - we're really exposed at the moment to sales people manually manipulating their pipelines!! Reporting and forecasting nightmare

Regular Contributor

Agree - and there are several other functions we should be able to limit to specific permissions, or at least as an admin have visibility into.

 

Templates and sequences: many reps accidentally (or intentionally) create variants of core messaging that then skews our ability to measure the effectiveness of select templates and sequences.  Additionally, if they save those as private, we have no insight into whether their messaging is on point or even accurate.  

 

Dashboards: accurately applying filters -- especially date-specific -- can be tricky.  With no ability to see private dashboards, managers or reps may unintentionally misreport numbers.

 

Views: Reps can get crazy with this, and there's SO much clutter.  And while I don't believe it's a problem in our organization, what's to stop a rep from creating a private contact view of another rep's contacts to graze?  Or - the challenge we encounter - simply not applying filters accurately, thereby targeting the wrong leads or customers?

Regular Contributor

same with contacts & companies. I can just see a ticked off sales guy leaving and sittering there and deleting all his contacts. There needs to definitely be more restrictions on deleting!

Occasional Contributor

We would definitely want this too. Annoying that it doesnt exist.

Regular Contributor

Completely agree and it doesn't even seem possible to see who deleted a deal when someone does do it.

Visitor

Please add as soon as possible to the right roles system.

 

Thanks

Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

We have a very similar case. It would be ideal if the platform allowed business and contacts to be eliminated. Similarly restrict access to not eliminate business.

Occasional Contributor

This is critical 

Occasional Contributor

Agree.  this feature would be extremely helpful.

New Contributor

how can you scale a sales team without this function?

New Contributor

The comments raised are very important. The key to the CRM is to review interactions and measure the sales pipeline. In particular sales people's performance based on deals created and those that are won or lost. If users are able to delete deals the management of process is impossible. I would highly recommend that Deal deleting is a function that can be locked down. We need the ability for the deal owner to create, edit, and modify a deal content but not delete it. 

New Contributor

Completely agree. I have no idea why there isn't an easy workaround for this. Also I want to know how many of these messages need to be posted in the hubspot forum before hubspot actually do something about it? Clearly this affects every manager of every sales team and they are the people who make the decisions about which CRM solution to use.

New Contributor

Very annoying