Great minds think alike

Hi,   I would like to be able to filter on the modified dat for Deal stage changes. Currently there is, Create date, last modified date, etc. These does not do the trick.   "Last modified date" encompasses all modifications to the deal. I would like to filter on "Deal stage change modified date"   Cheers,   Florian   ...read more

The ability to visually identify distressed deals that require action is great, especially as it removes the need for end-users to run reports to otherwise identify which deals to work.   The issue is that you can only set one amount of days with action for the entire pipeline. My first deal stage is should be addressed within 2 days, however once contract has been sent 7 days is what we've decided is appropriate before following up. It would be very useful to set a different amount of days per deal stage before the cards change colour due to inactivity. As a result, I've just split the baby and set all to 4 days which does not work well for either stage, but is better than nothing.   As a work around, I've set up automatic tasks each time a deal enters a specific deal stage, but this solution is less than optimal because I cannot configure the task to self-mark as complete when the deal is progressed to the next stage (or at least I can't with Starter version). The resulting interminable list of task means that staff quickly learn to ignore the tasks list haha. ...read more

Please Upvote tis suggestion. Desperate plea to help us in the community sort users alphabetically!   Currently, as a Super User the Deal Collaborator Property sorting is impossible to sort due to it being controlled by the "Internal Value Number". This type of setting makes it extremely difficult for users to be able to see a list of names organized alphabetically when they have the need to incorporate "Collaborators" into their Deals. The issue: when users are selecting their collaborators, they get confused and frustrated and always ask how is it possible that the list is not organized alphabetically in order to visually be more effective at making their selection. Please help with this easy fix and allow the sorting to be by User Name and not by a numerical value associated with the users. Thanks you. ...read more

When viewing task lists and a list of deals it would be nice to be able to sort by all of the primary heading fields listed. For example, when reviewing tasks and deals it would be helpful to be able to view deals and tasks grouped/sorted by company name.   ...read more

This is for the sales team - we have just started in Hubspot and some of the sales team have hundreds of deals (historic and current).  We use flexible associations, but it is really frustrating in the deal pipeline not to be able to sort by associated company or contact. If you could sort by the primary contact or company that would be a big help. ...read more

Hi team,  Raising this on behalf of a customer. Can we create a filter to list ALL deals created by workflow automation? Understand that there is a current workaround to use a custom property associated with the deal creation from the workflow, and then use that property to filter the deals out in a list.  But would definitely be nice to have a filter on its own 🙂 ...read more

For instance, when you have a certain price to apply monthly for a specific amount of time which will then change up after that period.  For instance I want to charge monthly 50 euros for the first 6 months and after those 6 months charge 25 euros/ month. As it is right now Hubspot would make both charges start at the same time resulting to a 75 euros/month price. ...read more

I have two deal pipelines in my business for two different business units. These business units have a different set of properties that are important when creating a deal. It would be great to be able to have a different list of properties that come up when creating a deal in one pipeline vs. creating a deal in another pipeline. ...read more

Posting on behalf of a customer - Would love a feature to toggle off any new associations or updates (email threads) to deals that are already closed/won. Often, email replies get associated to the deals and it requires extra effort to manually unassociate the records. Thank you! ...read more