Las grandes mentes piensan igual

MrBean · ‎jun 9, 2023

Hey HubSpot! The new associations columns from the index page are fantastic. When there are one-many associations, it'd be really cool to have a shortcut link to the other index view that lists out those records of the different associated object type. For clarity let me walk through an example: A deal is associated with 8 companies. From the deals index page, I'd like to add Deal→Companies as a column. Then when I click into the "8 Companies" cell, I'd like to be redirected to the company index page listing out those filtered 8 records associated to that particular deal. That would save many clicks and make those index pages next level. Because then you could view and edit properties for those associated records 🙂 THANKS FOR READING!

Kimberly · ‎feb 14, 2017

We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect."

ilushka85 · ‎jul 8, 2020

Currently it says that the create quote api is not available according to the documentation yet some posts on the forum alluded that it is? Is it available? if not when will it be?

claude191 · ‎dic 14, 2020

Hi, The pre-build stages in a pipeline have "internal id" values that are words, and make sense for coding up in an integration (e.g. via the REST API). However, when I add a new stage to a pipeline I cannot set the "internal id". An arbitrary integer is provided instead. This is most problematic when a deal-stage is deleted in error and I want to re-create it. (Which is what happened to me)

mzebib68 · ‎oct 5, 2023

As of today deal tag are based on filter but the label is "static", and 10 tags is a limit you are reaching very fast.... Would be helpful to get the tag label "dynamic" based on the filtering criteria. For example if you want to check if a deal that has Parent/child info, you need to create 2 tags, if the Group name can be customized (like WF Branches....) with the value we want this will consume only 1 tag.

beck · ‎sep 12, 2019

Please add a 'Field Type' option in 'Create a new property' for color indicator. This would allow the use of a traffic light indicator for key properties on the deal, meaning the health of the deal would immediately be visible. Even better! would be the adding of a 'Traffic Light Matrix' where you could enter a list of labels, each of which would have a selectable R/A/G color block next to it in the 'about this deal' section on the deal page. The option to use color reporting indicators in an form would be fantastic though! Many thanks for reading and voting for this suggestion!

MSager · ‎jun 6, 2023

We love using the quote module within Hubspot, but when you create a one-off payment a receipt rather than an invoice gets created. Customers around the world need invoices for tax purposes and not receipts. This creates a bad customer experience when working with their accountants, wastes our teams time having to create an invoice on our accounting system and moves us away from using Hubspot for the one use case.

Emily2 · ‎may 16, 2017

It's great that you can view Next Activity Date with Contacts and Companies. However, we base our sales process on Deals, so it would be great if you could add "Next Activity Date" property available for deals as well. This way it will be easy to track how sales managers take care of them.

MHebel · ‎oct 3, 2023

You should offer the option of purchasing tools separately, for example, we are very small nonprofit so we are on the starter suite, but the ONLY thing im missing is workflows so i dont have to send a confirmation email whenever I add a new donation in deals. So if i try to upgrade, the price go WAAAAY too high to be the next available step. It would be great if i could just buy "workflows".

warrendavey · ‎abr 30, 2020

Right now if I want to create a deal from a workflow I can. But if I want the new deal to trigger the same workflow I can't. I understand the loop effect but would like it if the parameters are changed or delayed in some way without a conflicting workflow to allow a new deal to be triggered if a field is manually changed. The thought here would be that one of the criteria fields could not be part of the fields for deal creation in terms of matching the same criteria. Thus removing the chances for a loop but a continuation once it is triggered by a manual change. For example: Criteria- Deal Stage is Closed Won Property "Renewal Date" is more 360 From Today New Deal is created but "Renewal Date" is empty and Stage is not "Closed Won" Renewal Date is updated (more than 360 days) and moved to Closed Won manually by a user (not a workflow). Criteria are met and a new deal is created again. And thus it continues. This process could be used in several ways for not creating loops but repeat desired results for tasks, deal creation, and renewals.

Las grandes mentes piensan igual

Shortcut to view all associated records in Index page Associations Columns

Get email notifications when a deal changes stages

API for Create Quote

Provide facility to set "internal id" when a new stage is added to a pipeline

Label on deal Tag to be dynamic.

Add a 'Trafic Light' 'RAG' Color Indicator Deal Property

Invoice to be generated in Stripe from one off payment

Add "Next Actvity Date" to "Deals"

Purchase separate tools

Allow Deals to be triggered off of the same workflow that created them.

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Recientemente en Beta