Great minds think alike

We do a lot of imagry in our department. I mostly prefer when giving sales pricing to take screenshots of my sheet and posting it in the comments for reference to them. Only problem is you cant click on the image and bring it up for a better view, and if you screenshot the image posted it is very blurry and unreadable. It would be great to paste an image and be able to click on it to open an enlarged image similiar to how it works in teams, facebook messenger things like that. ...read more

We want the ability to apply conditional logic to prevent (or specify) line items from being selected based on company criteria. For example, if we have identified the company as Government (in a field) only the line items relating to Government should be a choice when creating the deal. ...read more

Posting on behalf of a customer as they noticed that the deal Kanban (Board view) and Deal List view have different ways of selecting saved views.   For board view, it is a dropdown select option whereas for the list view, it is through Tabs. (please see attached screenshots)       Use case: Customer is the CRO and mentioned "We use both types of views (lists view and board view) all the time. One (board view) is to see weighted values and a visual. The other list view to see more data like next steps, last touch, last activity, etc." (continued) "it shouldn't require reselecting or a different UI selection when switching to different reps' pipes as the CRO. We have many pipelines and this UI challenge is relevant in this category - it is a pain to have to toggle or select different things depending on the view. this is counterintuitive and not good UI design." Either - add tabs to the board view, or add a dropdown select to the list view. Hopefully this is something the team can look at revising in the future. Thanks! ...read more

I saw one post earlier this year about this but I thought I would also make one. Currently, you are unable to assign deal tags based on deal stage. Being able to assign deal tags depending on deal stage would provide a way to colour code deal stages, since that is also not a feature yet. Being able to colour code and associate a colour with a deal stage will make it easier to navigate pipelines, feel more organized, and find deals faster!   Thanks 🙂 ...read more

You can see in the attached screenshot that "Attachments" does not have a number next to it to show how many attachments there are. Adding this will make it easier to see, at a glance, if you have any attachments associated with that deal, without having to open the collapsible section.      Thanks 🙂   ...read more

We would love the ability to hide/show columns when looking at the deal board view.    OR even if we added filters to hide all closed/won deals-- would be awesome if the kanban style visualization automatically new how to hide column.    In other words we'd love a way to hide the Lost/won columns and justfocus on the closed one. The other two columns can be sometimes irrelevant and distracting.  ...read more

We sell our time in 15 minut blocks, but - this doesn't work in Hubspot, as we can't use decimal numbers in the quantity field for deal/deal lines.  In my best opinion, this is a huge lack, that I really hope you guys would fix asap.  No webshop in the world don't have this feature, so don't quit get how you guys could miss such a logical part in your build.  Looking forward to a snap fix for this 🙂 ...read more

Hi,    Apologies if there is an existing idea for this, I cannot seem to find one but have seen comments on other ideas that show me this is something that others seem to be struggling with.   I would like to be able to set separate permissions for my users for deals and contacts.   I am sure others would have different requirements, but for our use case, what we need is the ability for users to have different permissions: for Contacts: View Everything, Edit Owned Only, for Deals: View Owned Only, Edit Owned Only. (or Team Only for branch managers)   In our context, Real Estate, a Contact can (and will) have multiple deals with multiple users, often simultaneously.  They could be buying a property and selling an existing one, or buying multiple properties from multiple users. ...read more

Make the Last Modified Date column of a Deal to be accurate (i.e. not affected by whether some Contact attached to the Deal had an activity in a separate unrelated Deal):   Alternatively, allow custom properties' last modified date. For example, create a Last Modified Date for the Next Step property. ...read more