Great minds think alike

When I am out of the office I take an IPad to visit with clients.  I cannot update the status of the deals by drag and drop to the next stage.  The desktop has no problems. ...read more

There needs to be functionality in the HS system where later deal stages need to respect required properties in previous deal stages.    EXAMPLE   Let's imagine we have 4 deal stages: Qualification Negotiation Contracting Closed/won In the Negotiation stage, the follow properties are required: Currency Deal Owner In closed / won stage, the following properties are required: Close date Contract signed date In the exact example, if I'm in deal stage qualification, and try to go directly to closed / won, HS will only require me to fill in close date and contract signed date. If I want the system to respect all required properties from previous stages I need to make sure that required properties from the previous deal stage, are ALSO entered as required properties in the next stage, and for larger orgnizations this is a nightmare to setup and maintain.    If there was a simple on/off switch that enabled something like "Should required deal stages be required progressively?" would solve this.  ...read more

It woud be great to block / allow only super admins to edit the line item columns (properities) that are used / seen when using line items. ...read more

I have a team that primarily used mobile in addition to desktop. This team is usually in the field uploading images within notes to attach to a deal.    Right now, when a user goes into attach a file to a deal by selecting 'upload new' they are not given an option to put the file within a folder.    The next option is to find file to associate with deal. In this process, they would have to leave the deal and go to the file manager to find a deal folder. This creates extra work and confusion for the 50+ people using HubSpot.   Please create the ability to upload files to folders from Notes >> Attachments OR Better Yet, the ability to upload files/attachments to deals.  ...read more

How useful would it be, when after each call you check the checkbox: Create a follow up task, it would expand into the edit menu.  For example, by default, my next follow up task is set at 3 working days after my call. But in some cases, I'd like to call the prospect the next day, and it would be easier to access the edit a follow up task menu and therefore save some time.  Would this help you too?  ...read more

Target Accounts section has only filters specific to Companies.   But if I want any deal filters specific to a Deal then I can get the right value of "OPEN DEAL VALUE" field. Since I have made a lot of customizations and using 1 single pipeline for Cusotmer Success and Sales.    Also, we have certain old deals in another pipeline. Just for reference. The value of "OPEN DEAL VALUE" calculates the entire amount of the open deals present in my system which is the wrong value indicated.  Filters that can be useful in this section: Deal Stage Pipeline Deal Owner     ...read more

We have users who want to custom sort their cards based on dragging and dropping the cards in the order they want to view/work deals.   This could apply to any kanban board view.  ...read more

I have a deal property called "Dealer Email". This property holds an email address from external resources passed into the Deal via API. Is it possible to use this property to send an external email via an automated workflow without creating a contact for the email address? I would like to use this property while creating a workflow that will send an external automated email without having to create a new contact. ...read more

Allow more option in the Forecasting tool. For example: Our sales team is working in different pods and have their individual targets but the pods have also team targets.  User X and Z changed teams after Q1 but what they have closed in Q1 should count against their old team targets. When I change their teams, everything what they closed is showing in their new teams. It would be good if we could:  A) Say Deals from User X closed in the first Q are counting to the Team target Y.  B) The option to manually assign deals to a team. Like the deal owner, just another option with Forecast team = Team X  This would have two positive effects. Deals from leavers would then still be shown in the Forecast tool and if someone changes their team, he keep their individual performance but the team target is also still correct. ...read more