Gute Ideen sollten geteilt werden

charles2cb

We would like to set revenue / deals created objectives that are not automatically assigned to Deal Owners, and report on these goals in via Dashboards. Ideally, we'd choose the property which we want the revenue to be measured by. How: In the "Setup" phase of the goal creation, instead of choosing Users or Teams in the "Contributors" section, we'd be able to choose Properties, and then choose which property to assign the goal to. Then, in the reporting tool, if objectives have been set for the property selected, we would be able to toggle "Include Revenue goal" similarly to reports with Owners or dates. In our case, we have a property on deals for the BDR who helped create the deal, and we cannot report on their performance vs their objectives without going outside of HubSpot.

cfleishman · ‎Aug 31, 2017

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."

BRogers0

At the moment admins can decide what to call deal stages. These stages will have one of the following milestone states: - Open - Closed/Lost - Closed/Won Using these milestones in reports can be particularly useful, as while the stages may differ between stages or pipelines, the states can be referenced as an 'evergreen' milestone. There are a few other common states that it would be very helpful to be abel to define, for example; - Contract signed This would make it far easier to build reports across pipelines based on 'signings', in the same way we can based on closed/won deals.

YDeshmane · ‎Mär 20, 2024

Create a new company or a contact while creating a new deal. Hubspot Tech Chat support confirmed that this feature (mostly standard in MS CRM/Salesforce and other CRM) doesn't exist in Hubspot and asked to post here for Hubspot product team to consider.

laurabren · ‎Aug 15, 2023

Currently you can only create up to 10 tags per object. I understand the logic of limiting them (tags become meaningless when you have dozens of them), however we have different tags based on which pipeline they're created for, and the 10 tag limit is problematic. Please consider changing this to 10 per pipeline, at least, especially because the tool already lets you differentiate when you are creating them if it should be applied to all pipelines or only for specific pipelines.

MaltheOARadiant

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view. Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases. As an external Hubspot consultant working across many clients we are looking to be able to add/remove

BFossey

There needs to be a kanban style Deal view that is by month instead of by pipeline stage. This would give another perpective on the sales forecast with ability to move deals between months to adjust the 'close date' field. Take a page out of Pipedrive's book. It works great and it's brilliant.

JKaleß · ‎Dez 14, 2023

We need the option to enter the discount on one or more items directly in the "Create deal" form. It is very tedious to create the deal first and then edit the item afterwards to add a discount. Wir benötigen die Möglichkeit den Rabatt auf einen oder mehrere Artikel direkt im Formular "Deal erstellen" mit anzugeben. Es ist sehr mühselig den Deal erst zu erstellen und dann nachträglich den Artikel zu bearbeiten um einen Rabatt zu hinterlegen.

NicoNicoNii

Hi, In deals and especially during the quote creation step: Review Line Items, I hope there will be a feature to add a column(quote creation step) and section (deals) where we can see the total cost of each line item x its quantity. Then in the summary, we should have an overall total cost of line items and overall profit margin. The cost and margin, of course, will not appear in the quote but for the sake of our sales rep understanding the costs and margin of their quotes and our sales report, I think it is a very useful UX.

rjonesSolaria · ‎Dez 2, 2021

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.

Gute Ideen sollten geteilt werden

Add Goals on deal properties for reporting

Cloning a Deal

Provide additional 'milestones' to open, closed/lost and won

Create a new company or a contact while creating a new deal

Increase the number of allowed tags per object (>10)

Add/Remove Cards on default right-sidebar , but be able to change order individually.

Forecast by month kanban/card view style.

Enter discount in the "Create deal" form / Rabatt im Formular „Deal erstellen“ einpflegen

Line Item Total Cost, Overall Total Cost, and overall profit margin

Automate record associations in workflows

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version