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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. ... Afficher plus

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 🙂 ... Afficher plus

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. ... Afficher plus

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! ... Afficher plus

There should be an option to check that sales cant skip stages in deals. This is a big issue for smaller businesses. ... Afficher plus

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. ... Afficher plus

We need a default property which captures the first activity date   Being able to measure the time that a deal is created to the first time an activity is done on that record.   It is able to be done in a contact record but not a deal. ... Afficher plus

I would like to change the "Deals" name to "Opportunities". This customization will enable all HubSpot users to reword the "Deals" object to whatever makes more sense with their business (e.g. "Programs", "Opportunities", "Services").    I already tried with a custom object and custom pipeline but there are many native functionalities (i.e. Line Items) that get lost when not using "Deals".   Thanks and hope this customization can be added. ... Afficher plus

Hi - we're having a lot of issue with the fact that HubSpot is logging/tracking activities (emails, calls, etc.) to deals after the deal is already closed. This makes it really hard to look back at a deal and see the relevant detail without scrolling through a lot of irrelevant info. I asked for help on this a year or so ago and was told by HubSpot that this happens if you are sending email through Outlook, rather than directly through HubSpot. This really needs to get fixed so we have clean deal records! ... Afficher plus