Great minds think alike

Similar to the qualified lead > Create deal option, I'd like to see an option to create a service when a deal is Closed Won. This could be a general add on for any object with a pipeline (When tickets/services are closed closed, custom object reaches a certain stage) When [chosen object] reaches [certain stage/status] require [other object] to be created I know this can be automated, but requiring associtions can be difficult and leads to multiple workflows being needed   ...read more

One limitation we’ve found with HubSpot CRM is that when multiple Deals from the same company are scheduled for follow-up on the same day, they aren’t grouped or sorted by company — they only appear alphabetically by Deal name. It would be really helpful to have a filter or view option that allows us to group or sort Deals by company, so we can easily see and manage all follow-ups for the same client in one place in your list of Follow Ups each day. ...read more

My company sets goals per region, per business line, per area of product and also per engagement model with the clients. It would be great if Hubspot could allow creating goals on other aspects than amount or number of deals, on custom deal properties. If I were to set-up goals on custom deal properties, I would be able to follow my deals closed won against my goals in different areas. ...read more

I find it fustrating that you can't edit properties in the deal insights overview. I need to be able to select by specific deal owners and only live pipeline stages - including Won and Lost values just bloats the overall pipleline Insight view. Can anyone help on this? ...read more

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!    Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes." ...read more

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ...read more

The introduction of Prospecting to manage leads is a welcome addition to HubSpot.  We have adopted it and over all it works really well.   However, some of the standard functionality in how you manage other record types (companies, deals and contacts) aren't available for Lead records.  This includes: exporting leads to a spreadhseet, and the ability to make wholesale changes to that export and re-import it back into HubSpot.  The ease of use of HubSpot doesn't seem to apply to Lead records which is frustracting and hard to understand.  Can this be fixed to make data management of lead data easier and encourage the adoption of the Lead feature in HubSpot?   ...read more

I would love to see a Kanban style pipeline for the leads object in the Sales Workspace.   I believe this would be useful for the sales team because when someone stictly works in the KanBan on the deals pipeline then transitions to the Record List style, in my opinion its a hard transition to get use to and would help streamline processes for the sales team. ...read more

Make "Include Associated Record Name" the default selection when exporting.  We export multiple times a day and always need to check this option.  I would think, in general, it would be more helpful to users to export the associated record name as opposed to the record ID, as is the current default.   Make XLSX the default file format when exporting.     ...read more