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Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!    Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes." ... Exibir mais

I'd like to be able to control which properties appear on the "card view" in the   Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts   I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.   In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green]) ... Exibir mais

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals. ... Exibir mais

Hi team,   It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.   This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you! ... Exibir mais

Hello,   I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal.    When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible.   It seems like a no brainer to ensure team are never missing basic information in a deal.   Thank you ... Exibir mais

We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for.   This will allow our support staff to support multiple individuals in a way they can't at the moment and in reality, in many businesses, an individual will often work with more than just their own team. The user permissions settings are far too basic at the moment with just 'individual', 'team' and 'everything' not granular enough.     ... Exibir mais

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue.    This means we don't have to create a new deal each time and move it to the closed stage in order to show the closed amount in the performance dashboard  ... Exibir mais

It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.   Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap. ... Exibir mais

I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic date set as the value of today's date. That would allow me to track dynamically how long has it been since a deal has been created ('today' minus 'create date' = how far along we are in the sales cycle up till now).  ... Exibir mais