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Hi,   Once a deal is created, I need to copy the record ID of that deal into a custom field on line_items. I don't see any option for this via the workflows as it seems that line_items are mainly excluded. Also, my custom field cannot be edited directly from the line_items page. You have to open it separately and update it via the current form. Any ideas?    Andreea ... Mostrar más

It would be amazing if we could measure goal attribution (revenue) from deal-split value, now that deal-splits is a thing in HubSpot. Example: Deal A has a value of 1.000€, it has a Deal-owner (primary user) and there are 2 deal split owners User A (Deal owner) - 50% deal split User B (50% deal split) Currently when measuring in the goals section of HubSpot, it would attribute 100% of the deal value - 1.000€ to user A, as that is the deal-owner.  Is there any plans on making this more customizable?  ... Mostrar más

It would be a great idea to default views for different teams For example, if we have an Estimating Team and a Sales Team, can we configure the Default views for Estimators to be View X and Z, and for Sales to be View Y and Z.  ... Mostrar más

Hey!    I'd like to be able to add conditional logic to pipeline stages from the properties settings page not the deals pipeline page. ... Mostrar más

We have a need to require that deals do not enter certain stages without being in others.    ie. A deal needs to be in the Demo stage before it can be moved to closed-lost.    the skipping stage rules don't fully accomplish this for us ... Mostrar más

As it stands it is not possible to make a list of contacts who have purchased certain products. This is so important for marketing. I need to be able to make lists of people who have purchsed one thing so I can upsell them the accessories after the fact.  There is also no option to map over the product url? You can map the image url but not the actual prodcut url?! why?! ... Mostrar más

I did now extensive research and had several discussions with HubSpot support, but this feature is not available it seems.   I am working in a business where a deal has several payment milestones. The only way how I can do this now, is to create additional deals, which makes my pipeline messy.    e.g. Implementation deal of 100k - we get 20% upfront: 20k - 25% Milestone 1 - 35% Milestone 2   Some deals have more milestones than others.   My overall goal is to have an overview, when which payment is planned to arrive, so I can do better forecasting. I would like to create a pivot table where in the rows are my deals. The columns are the months (or weeks). Then I see for each deal, the payment milestones in the respective month. In the bottom is added for each month, how much money will arrive. In the last column on the right is the total deal value und in the last row and last column is the total deal value summed up. To have something like that in a bar chart would also be nice, but a pivot table is the bare minimum. Would be possible, if I can associate a date with a fraction of the overall deal value. After browsing in the community and here, it seems that a lot of companies have this issue. ... Mostrar más

When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records.   I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment should also be added to the associated records.   Example: When I upload an agreement to a deal, I should then be able to view that attachment from the associated company record and/or the associated contact record.     Potential Alternative:  When uploading an attachment, be given the opportunity to select/deselect also adding it to the associated company/contact records.  That would give each user control.  Value Added: Support/Customer Success teams would not have to dig for agreements/files inside of deals nor would the sales team have to upload to multiple places.   ... Mostrar más

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ... Mostrar más