Great minds think alike

We operate across 2 countries.  Hubspot wants us to pick one "company currency" as a default for Deals.  This has an issue:  The other country sees reports referencing the company default currency which is of no value to them.  They need to see the values of their own country currency to manage their operations.  They don't need a converted amount (I acknowledge that some companies need this conversion at some point as they roll up reporting corporate results, but we do that within our accounting system, not our Hubspot CRM system for Sales). ...read more

In Deals, the fixed font does not allow to see more than 6-7 fields/columns (keeping the column headers readable) at the same time on one screen.   Compact view mode with smaller font or ability to adjust font would be great. ...read more

I like that Deal Description is searchable from the object index area. It would be really helpful to us if it was also in the global search. This allows attaching search terms to a deal in a more usable way.   Right now, since many of our users rely on the global search in many circumstances, we put variant spellings of deal names or AKA names in the deal name itself, which looks messy. ...read more

The original source data for a deal should be that of the deal - not of the associated contact or company. I want to be able to filter by who created the deal - a person or an integration or a system workflow. Having the original source data pull the contact or company info is redundant. ...read more

Hi there, Since our sales process is built around resellers we have 2 different pipelines. One for sales with end customers and one for the contract with the resellers. However, now we would like to know how much sales with end customers a reseller made. Therefor it would be a really nice feature to be able to associate deals from different pipelines with another.  In my head the feature looks could look the same as how a company is associated with deals. A field on the right side in the deal view. Or is there another option to do so? thank you, julian ...read more

Currently our company currency is linked to our three hubspot pipelines.  My pipeline needs to be in US$ but the totals show in GBP £ (whish is the company currency), therefore the totals are incorrect and the information shown on the Dashboard is incorrect.   Please  create a pipeline currency within companies so there is the flexibility of approach. ...read more

Much of our automation is based off the deal. It would be helpful to be able to pull in deals - when working in lists or in the trigger option for workflows - that have already been involved in another workflow.    I only see this option for contacts and companies as of now for both lists and workflows.  ...read more

We require the ability view/export one report or list that combines properties from both contacts and deals.  I'm confused as to how this basic functionality is not currently available.   Currently, we have to export our contacts and deals separately and then combine them in Excel.  However, there is no unique key to utilize when performing the join. The deal export only provides the "Associated With" field.  This is in a different format from the Contact properties (First Name, Last Name, Company).  Additionally, we have many contacts that have the same name (ie - John Smith), which is very problematic when using this work-around.     ...read more

Giving users the ability to adjust columns' width in quote templates. This will be a very useful ability to make quotas cleaner and more professional ...read more