Great minds think alike

In my company we create a quote before we create a deal (slight timing  issue as you have to attach the quote to a deal so we initiate the deal that way) which means we add line items to the quote. Looking for a way automate copying the line items to the Deal rather than populate that manually or change our business process to add line items to the Deal before creating the quote.   I was informed by a CSR that this functionality is not yet in the product so I'm posting it here. ...read more

We have different teams who use deals and have different pipelines for each of our 3 regions. Currently it's only possible to have 1 deal form so the currency property is set to our main region, which means the teams in the other regions have to constantly change the currency every time they create a deal.   It would be good to either be able to have multiple deal forms and allocate which form goes with which pipeline, or at the least be able to set different property defaults based on which pipeline the team member is creating a deal on which would allow us to be able to set a default for example of AUD currency if a deal is being created on the AU pipeline. ...read more

Posting on behalf of a customer here:  Would be absolutely handy to be able to customise the custom line item form - often there's a fair number of properties to fill, depending on the product.  Would be handy if we're able to customise the line item form to have more relevant properties appear. Thank you! ...read more

Pipelines may have very different sales process with key information/properties that are required to quickly give the sales team additional infromation about the opportunity.  For example, some key properties important on a public solicitation are meaningless on a private sector RFP.   This feature would support the account executives, sales managers, presales support, project managers and the executive team.   At this time, in order to save time, we need to display key information for each pipeline on the left sidebar.   Our Team must filter through and/or ignore properties that are not related to their sales pipeline.   This would also apply to properties our team sees when creating deals. ...read more

I would like to know what time takes a deal to move from one stage to other in my pipeline,  No average time, real time! Right now I need to  Create workflows that set the value of custom-created "Entered stage X date" properties to the date of step Create calculated properties that calculate the time between "Entered stage X date" and "Entered stage Y date" to get the time spent in each stage. It is not effective at all, I think the system could capture it by itself ...read more

The field "entered stage date" is already being captured. This would be a very useful piece of information as we analize the bottle necks in the pipeline. I understand not being able to provide the "days in stage", as its an aggregate but not being able to view or export a date field limits our efforts to identify areas that need improvement. ...read more

It would be a blessing to have notes "autosave" as soon they are started and created. I am a Mac user, and the mouse I have acts as the track pad as well. On too many occasions, I've started a note in Hubspot and accidentally slid my fingers across the mouse which takes the browser back to the previous page. Every time this happens, the note I was working on is gone and I can't get it back. Although it's a small request, it would be a huge help and relief to know my work wouldn't be lost. Thanks. ...read more

The "last activity date" of a deal should be updated to include any person or company that is associated with the deal. If your business, like ours, is focused on deals that could have a single company and multiple stakeholders, I need a view that shows when the last time anyone who is claimed under the deal has been touched. This should also apply for sequences that fall under the deal.  ...read more

The default sort setting for deals in board view seeems to be by create date. Many companies expect the default sort order to be by close date - but may have other preferred sort orders, such as by deal owner.   While a user can change this temporaily by going into "Board actions">"Sort" and manually changing the sort order, this is lost when the page is reloaded and the default sort order re-established. An attempt to save this view results in "This is a HubSpot standard view or created by someone else. Save as new view to keep your changes.".   A new view can of course be created, and a different sort order specified. This solves the issue, but requires all standard views to be replicated.   Please allow an administrator (and  better still a user, for their SaaS instance) to be able to define the default sort setting for standard views.   Note: This isn't about creating new views. It is asking to have the option to change the default sort setting  for a standard views. ...read more