Las grandes mentes piensan igual

Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!! ... Mostrar más

Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018, Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... Mostrar más

I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.   I would love the contacts to automatically be added when a company is attached to a deal so that 1. It saves me time but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.     ... Mostrar más

Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943  HubSpot should allow admins to define a different set of required properties based on the pipeline a deal or ticket is created in. This will help ensure tha tthe correct data is being added to the CRM.  Example:  For deals created in pipeline A - require "deal amount" to be populated For deals created in pipeline B - require "local currency" to be populated ... Mostrar más

  When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast will be more accurate with a close date set 2 or 3 months after the create date.        ... Mostrar más

Hello Team,    Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal properties" is made to display the "most important" information of a deal, we need this group of "most important" information to be pipeline specific.   Our suggestion: To propose to create multiple "default deal properties", each one having a name. Then, admin should be able to decide to which pipeline to apply this "default deal properties". A "default deal properties" may be applied to one or more pipelines. It's ok to have a limit on the possible numbers of possible "default deal properties" if needed. 10 or 20 maximum would already be amazing.   Note: I've written the above with the understanding that "default deal properties" are controlling both the "about" section on the deal and the properties available when creating a new deal on the card that's opening on the right of the screen.   Best,  Adrien ... Mostrar más

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ... Mostrar más

It would be excellent to have the ability to report on a "time between" calculated property that permits the exclusion of weekends or certain dates and times. For example, for the HubSpot default ticket property "Time to close," it would be ideal to have the ability to edit this property OR create a custom calculated property that permits you to not include weekends. That way you could report on the days that passed between ticket creation and ticket closure in which your reps were scheduled to be actively working on the tickets. ... Mostrar más