Great minds think alike

tmitch_sona

At the moment, conditional sections on a deal left column layout can only be based on one condition. We really need to be able to apply multiple conditions so different pipelines as well as different product selections etc can alter the way the deal record looks.

DiogoLopes

It would be great if, in the deals pipelines, you could filter the deals by line item. This is just a simple filter, but it would make a massive difference in how you read the data.

RSmith0808

Hear me out, we have a GREAT new feature, the Prospecting Tool and I'm all for using it, but we had to create a work around to capture leads originally by creating fake deals in a different pipeline for visibility and accountability, it would be REALLY nice if there was an easy way to transfer those existing deals to leads now that we have this cool new feature.

RSmith0808

When we're creating new deals from a company record, wouldn't it make most sense to have Hubspot suggest the associated contacts first when you're looking to add a contact to the new deal record? Currently you get a drop down list of ALL of the contacts in your CRM and that requires that you either A) remember who you spoke with each time & know the exact spelling of their name B) open a new tab and look up the company record/contacts in that record and pull their name or email address. Would love to see Hubspot use those association ties in this way to keep deals clean from the start.

LizZalla

I think it would be hugely helpful if we could clone a deal from one contact to another! We are a heavy equipment dealership and I find myself quoting the same machine and attachments over and over again. Being able to copy would deals over would be a huge huge help in efficiency!

FFayard

1/ we create a deal 2 / at the end we can add a product The problem is that we see all products. We would like to select a business unit first and then select a product from that business unit.

HNewman

With the recent expansion of associations in HubSpot (same object association, many-to-one associations, association labels, etc) it would be great if we could allow for a set association with an association label when creating an object. This would be done via customising the "Create a record" form, under "Associations". Instead of just one association per object type, allow for multiple per object association label. Example: Edit the "Create a deal" form. Under associations, you see two entries for the Company association. One is Primary company as usual, but then underneath you have Partner company, Partner being an association label that has been set up, either optional or mandatory. Now when creating a deal, I must select the Primary company, but I also can/must select a Partner company. This feature would be great for teams/users who input data into HubSpot. By allowing the option to be set to mandatory, it also improves data robustness. Currently, we have no way to ensure that association labels are actually used. At our business we have internal processes that should be followed, but people forget to follow the process. This can lead to records that don't have all the correct information, which then leads to manually having to check records are correct. Example image:

KKyjovska

It would be great to have a deal property type that allows you to choose from a pre-set list of options including a text inbox option for any "other, please specify:......" kind of inputs.

EricDeinoff

Just as you can require a rep to associate a contact and company to a deal, it would be great if there was a way to remind and/or require a sales rep to qualify or disqualify a lead if they attempt to create an opportunity when there is an: 1) associated contact that has an open lead also associated 2) associated company that has open leads associated to it (might be more challenging for enterprise when you have multiple leads on a company record) Since sales reps can create opps without qualifying or disqualifying a lead, we have to track these in lists AND then remind sales reps to go back and qualify the lead AND associate to the deal they have already created. It would be so much better if they were reminded in the deal creation process. Thanks.

Bakertc

When the fiscal period reporting got implemented, why didn't the Fiscal Quarter and Fiscal Year get added as standard calculated properties on Deals? I want to group and filter deal views based on 'This Quarter', or 'This and next quarter', etc. I also want to include Quarter as a column on the list view so I can export deal views to fuel offline reporting. Ideally sorting on the column for Quarter understands time sequence properly. Ideally, the definition of what the fiscal period looks like would be a customization feature on the Deal Settings tab, e.g. YYYY-Q# vs Q#-YYYY, defining 4-4-5 (financial periods) vs more standard/evenly distributed periods like Q1=Jan-Mar, Q2=Apr-Jun, etc. I guess for now, I have to create a custom calculated property. Oh but the calculated property is so limited, it doesn't support functions for OR, AND, CASE, so I can't say something like If (or (month(close date)=1, month(close date)=2, month(close date)=3) 1, or (month(close date)=4.... So Plan A: added Fiscal Period as a standard calculated property, or Plan B: make calculated properties more powerful by adding functions for OR, AND, CASE and enable the calculated property to result in a text string that can be a concatenated result like: concatenate(year(close date),"-Q2")

Great minds think alike

Multiple conditions for conditional layouts

Filter the Deals by Line Item

Transfer Existing Deals to Leads

Suggesting Contacts Associated with Company First When Creating New Deal

Clone/Copy Deal From One Contact To Another

Be able to add product in deal based on a product filter (i.e. Product category)

Add association labels on object creation form

Multiselect Dropdown with a text inbox option

Remind/Require Sales Reps to Qualify Lead if they try to create an opp w/o qualifying the open lead

Fiscal Period, Fiscal Year as standard properties on Deals

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