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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. ... Exibir mais

I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly comparing LY to TY deals as one factor. ... Exibir mais

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.  ... Exibir mais

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.  ... Exibir mais

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  ... Exibir mais

Currently, the only way you can associate a deal to a lead record is by using the default lead stage setting that automatically creates a deal upon lead stage = qualified.    However, if you turn off that lead stage setting, and the user then creates a deal manually after changing the lead stage to "qualified", the Lead record is not able to be associated to the Deal.    This creates a gap in our reporting and results in a number of complicated workflows to make this connection work. The ideal future state would give us flexibility on how to set the rules for when and how a lead record can be associated with a deal. Creating a deal automatically upon a lead stage change is nice but it doesn't align with our internal lead processes.  ... Exibir mais

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." ... Exibir mais

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.  ... Exibir mais

It would be useful to have an option to make playbooks and line items required as well as deal properties in the pipeline 'update stage properties' settings. Sometimes we don't know line items until a later stage in the deal, so makiing this mandatory for a certain stage would be helpful ... Exibir mais