クリエイティブな才能を開花させよう

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.   ...その他を表示

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. ...その他を表示

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. ...その他を表示

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 🙂 ...その他を表示

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. ...その他を表示

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. ...その他を表示

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! ...その他を表示

There should be an option to check that sales cant skip stages in deals. This is a big issue for smaller businesses. ...その他を表示

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. ...その他を表示