Great minds think alike

I have created deal with line item having zero quantity using workflow.  I am moving that deal to Closed Won stage, at the time of moving, I am taking some values from user and based on that one calculated value generated in calculation property. Now I want to set it as quantity to the added line item on that deal using workflow.   This feature can be useful to update recurring deals with dynamic counts of line items in any system. ...read more

It would be great to be able to add or associate more than one company to a deal - we have clients who are end users either on support via annual licenses or purchasing new products but via a reseller.   Currently we are using the reseller as the main point of contact for when we create a deal, but it would be great to also associate the end user to the deal to allow us to create automation to update their support, annual renewal dates and any additional products ...read more

The new feature to enable creating association types is a great improvement but there is still a limit of only 10 association types, and this will probably become a constraint at some point.  It would be great to increase this limit - or not have a limit at all. https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels ...read more

We'd like to be able to see open deals (and amounts) influenced by campaigns as well as closed. Or at least be able to report on this easily (not via lists). So x person has been influenced by X campaign and a deal has been created. ...read more

Wouldn't the contact record timeline be great if you could see an at a glance (at the top) when a contact has been touched. Almost like a scrubable timeline heatmap showing dots where they were touched. It'd help you see at a glance how often the whole team has been talking to the contact.   I imagine dots icons that let you see calls, sales emails, marketing emails (different dots for open, click and not opened), social media clicks, page views, form submissions, etc. Similar to Gong's deal view:   This would also allow you to jump to the beginning of a contact life easily.   Here's a rough mock-up: ...read more

I looked into if it was possible to view more than 100 deals in a column on the deal board. I would like to request this limit be eliminated. ...read more

The 'Update stage properties' (enabling you to make properties pop up when someone moves a deal record to a certain deal stage) features is great.    But there is one thing that could make it even better in my opinion. I would really like to see the possibility to make the properties only pop up if the record that is being moved to another stage does not have a value for the selected property(ies) yet.    This would help us with the following situation: - Our sales colleagues sometimes skip deal stages for certain deal records - In order to still make all the important properties pop up, we need to add them to all the deal stages. That solves the problem - But if a user does use all the stages for a deal record, this means that the properties keep popping up every time the deal record is moved. And that can be a bit confusing and annoying.      ...read more

We are currently using the "Modern" template when creating quotes.  This gives the proffesional look we are looking for.  However, when we download it, the blue banner at the top disappears.  It would be good if the quote we download matches the quote provided vai url. ...read more

We're using feature of 'update deal stage properties' feature a lot in our pipelines to gain more information from the deal owners about a deal record as it moves through the deal stages of the pipeline.   However, in our case, it depends on the type of deal how much infromation we want to capture.   We are using a property called 'Deal type' with the options: - New customer - Upsell - Cross sell   In case of a 'New customer' deal we want the deal record owner to store more information on the deal record than when it is a upsell or cross sell deal.    Therefore, it would be great if we could make the mandatory properties that pop up when the deal record is moving through the stages conditional on the value for the 'Deal type' property.  ...read more