Great minds think alike

It would be great to have Deal Tags which could be displayed on the the deal boxes in the Deals Board Something similar to priority in tickets But the Tags must be customisable (Name and color) ...read more

I would like to be able to merge two deal stages and retain information on deal activity within, rather than ourtight deleting a stage.    I don't want to lose data like "Time Spent in Deal Stage", but I'd rather merge the time spent in two stages into one, as we're making our process more efficient.   Thank you! ...read more

The feature requested would be any one on our team to be able to associate a product that was added to a deal with a custom object.  For example, if I had a generic product (non-inventory), but I needed associate it to an address/location (custom object name that is essentially giving me a listing of all of the addresses for that company) that was also associated with the company, I would be able to lots of things.  I sell telecommunications products to business.  My businesses have LOTS of locations (sometimes 20-100).  In one deal, I need to be able to add Product X to location 1, Product X to location 6, Product Y to Location 11, and Product Z to location 3, and so on and so forth.  I don't want my salemen to waste time typing in the address for every one of these.  They might as well use a spreadsheet instead of Hubspot, if that is the case.  Once a deal is won, I would like to copy all of this information into a new custom object, so I can keep an inventory of all items I have sold to a customer, so I can use that to send reminders when contracts are almost up and so on.  But without this information being able to be saved in a deal and then use a workflow to copy to a new custom object, Hubspot deals is kind of useless for our company.  ...read more

Hi,    We have people in our business who work in Channel and Direct Sales, they are therefore the owner of different deals in different areas.    We have created goals and a team forecast for the Channel team but it is picking up deals from direct sales as goals and the forecast is solely pulled from the deal owner. This means our forecasting and targets are incorrect.    Ideally there would be more than one way to establish goals and forecasting rather than just 'deal owner'. For example, we have created a field called 'partner owner (if partner referred deal)' being able to use that as the property to establish a goal / forecast would be massively beneficial.    Having just one field to establish a goal or forecast is a bit linear and limiting. It would be amazing to expand this.    Thanks a mill.  ...read more

Requirement.  If a deal property is set or updated, automate the addition of specific line items (i.e. a group of line items) to the deal.    Use case. A business has a service offering that is always comprised of the same "group" of line items.  There may be multiple service offerings, each with their own group of line items that need to be added.  Rather than needing to add the same line items to the deal each time to generate a quote (or invoice), a workflow can be set up to add the line items, once the service offering is selected on the deal record.    An example. For a mechanic completing a "WOF Service", there may be a group of line items that will always be added to the deal, e.g.  - Flush Valves  - Hoist  - Mechanic Time.  Some will have a one off base cost against the line item, others may be hours based.  If each of these items can be added to the deal record by automation, if a dropdown like "Service required" is set to "WOF Service", we don't need to remember each element to go into the quote, but, we can also edit each quote's hours for the different line items as required, without having to remember every single line item to be added.  ...read more

Hi, great idea to have deal collaborators as a deal property. What I'm missing is the ability to have it configured as a required field in a certain part of the sales process. ...read more

Please increase the ability to go up to 5 years in the Totals box if a Term has been set in the Library. I have included a pic. It will adjust the TCV for total deal for us. TYSM.   PLEASE UPVOTE! ...read more

Right now, when viewing your deal pipeline in Kanban, it seems that only Amount and Close Date are populated (and only if there is data in those properties) and there is no way to customize which properties are visible by default. It would be incredible for us to have the ability to customize which default properties populated underneath the deal name in the Kanban view on the Deal's pipeline page. ...read more

My company will upload a lot of attachments to a deal.  I'd like to have the ability to organize these attachments so they don't become a long disorganized list.  If there could also be a way to set up all deals with sub folders already created when creating a deal.  (ex. Drawings, Order Agreement, Opperations) ...read more