Great minds think alike

As a User I change my browser width a lot. However my stages in the pipelines don't change. Having a wide browser open, I see a lot of white space, as my stages are fixed in width. This would allow me to even display the content in a different format and/or add values.   Best, Matthias ...read more

In our company we would like to implement a multi-level approval process. Criteria such as deal value etc. should be taken into account and the approver selected on this basis by means of workflow. This was also possible in a single-stage approval process. I tried to implement a two-stage process using workflow, in which I set the quota to approval pending again directly after the first approval and then assigned it to another user. This also worked so far and all notifications were also sent. The second approver could then view the quota and also had the "Approve" button. However, if this button was clicked, an error message appeared. After consultation with Hubspot, a multi-stage approval process is currently not possible. However, I think this is a very important and useful feature. I would be happy if more users share this opinion and upvote the idea so that we can also see this feature in hubspot soon 🙂 ...read more

When we export the close dates on deals in a workflow that update a googlesheet with a new row everytime it is a new or a changed deal, the close date is just in milliseconds. I now we can use a formula to get the rigt date.. But we use til workflow to Googlesheet in an integration with an other system that automaticly pick up the new row an create og edit an item in the other system.. and the formula doesn't work in this sheet, and the other system doesn't understand milliseconds.   I really like to export dates in a normal shape and not milliseconds. Thank's ...read more

Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it.   We need to be able to view all the deals by customer, but also by reseller, so we can properly support our resellers and follow up with them on time.   So far we have created some text fields to identify the reseller (partner) and the contact within the reseller who is leading this sales opportunity, but haven't found a way to perform a field search to select the reseller company from the existing database.   We can associate the reseller contact to the deal, because you can have more than one contact on each deal, but it seems you can only associate one company to each deal; therefore, that information requires an custom field, but none of the custom fields are able to search the DB.   I am sure we are not the only company selling exclusively through resellers, so having the ability to add a reseller to each deal and view the deals by resellers would be of great help.   Please let me know if you need any clarification.   Thanks,   JG ...read more

I love the new ABM Tools and the Target Account Dashboard but every Hubspot Client is different.  Sometimes organizations that match their Ideal Buyer Profile might not have the default Buying Roles.  I get we can add more but there's no way to edit or remove the others and that makes the CRM messy.  Please consider.   ...read more

Currently there is no property to see the name of an association as well as the time/date they became associated. Users may contact Support to find out the time/date of an association. As well, users can only see the current associations and not a history of associations. Again, users may contact Support to find out this info.   I suggest creating read-only properties: - Associated Contacts (as a company property and as a deal property) - Associated Companies (as a contatc property and as a deal property) - Associated Deals (as a contact proeprty and as a company property)   This way users can see in the app which objects are associated with other objects, when they became associated, and a history of any historical associations.   To be clear, there are already properties that are 'number field type' that tell us how many associations there are. I am suggesting to actually name & link to (if still existing) the object as a value in the property. Or at the least, the ID of the object...something that tells users which specific record(s) are currently and historically associated.   Thanks! ...read more

Currently it's really hard to determine which customers are 'repeat customers' –  customers who have more than one closed-won deal assigned to them.   I've tried creating lists that use the below filters however, this still brings in contacts who don't meet the criteria (for example two deals and only one is closed-won). As the deal stage currently looks at 'at least one associated deal has', the list will always end up including at least two deals, however it doesn't narrow them down enough to only include contacts who have two or more closed-won deals. What we need is a way of filtering deals so that we can see contacts who must have more than one, closed-won deal.    Interested to hear people's thoughts on this! 🙂 ...read more

We have multiple deal pipelines for Quotes, leads, active customers and suppliers. It would be nice to be able to create separate deal properties when creating a deal for each deal pipeline as the different pipelines need to capture different type of information. ...read more

When using multiple pipelines in HubSpot, it would be great if the pipeline selection was saved using individal views with specific filters. When you select a pipeline, open a Deal and return to Deals, you enter the account's default pipeline and not the previously selected one. ...read more