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When adding an attachment to a deal, that attachment should also be added/associated with the associated company and contact records.   I realize every deal can be unique but if a deal is associated to a company/contact record, every attachment should also be added to the associated records.   Example: When I upload an agreement to a deal, I should then be able to view that attachment from the associated company record and/or the associated contact record.     Potential Alternative:  When uploading an attachment, be given the opportunity to select/deselect also adding it to the associated company/contact records.  That would give each user control.  Value Added: Support/Customer Success teams would not have to dig for agreements/files inside of deals nor would the sales team have to upload to multiple places.   ... Mostrar más

From the index view on any object type, we can check boxes to select multiple records and a Bulk Actions menu appears:   Please add the ability to "Bulk Associate" records to this menu.   This should honor the association settings and limits defined on the object settings. For example, if Ticket associations are not enabled, the option to associate a Ticket record won't appear.    Or if there is a finite number of maximum associated records, it would prevent the user from exceeding it via the Bulk Associate action.   It would be even better to set Association Labels in this same manner or remove associations entirely.     ... Mostrar más

We need the win rate and weighted funnel to be fully programmable to fit a business need. Salesforce offers this capability for Sales teams.   In our example, we have a Discovery stage at the beginning of the funnel, where the win probably was set to 0%. Because HubSpot sees this as a "Lost" stage, anytime deals progressed to the next stage, HubSpot is automatically clearing Close Date on the deals, causing disruptions to our entire pipeline. ... Mostrar más

I would love to see a functionality to trigger a popup asking to set a reminder task every time a deal is set to closed lost, similar to the setting for tasks (see screenshot). ... Mostrar más

Hello, I have multiple pipelines under deals. For some deals, based on the pipeline, I need to ensure they are associated to a ticket. For other pipelines they won't ever be (or need to be) associated with a ticket.  I wanted to set this as condition logic for the Create Deal Form. However this is unsupported (I double checked via the webchat) My workaround is to create bogus tickets for the pipelines that don't need the association.  Please could you look at  introducing the ability to include associations as a conditional logic property for Deal Forms.  thank you ... Mostrar más

When configuring your line items in a deal, the billing frequency drives the deal amount. However, It's monthly, one-time, etc. But there’s no weekly as an option. For example, when entering a deal and it's 3 months long, it isn't accurate because there's not 4 weeks on avg in a month, it's 4.3 So my forecasts are always inaccurate. ... Mostrar más

we have some reps for some reason going in an opening duplicate deals . . . this is obviously a big problem since it double counts those deal amounts    Now-- i could create a list and surface it to the team--although I would love to make this impossible from the start.   It there were a rule that I could set up to inform them before they add the deal there is already one open in that pipeline that would be phenomenal! ... Mostrar más

When creating a deal, the hubspot plugin automatically grabs an email contact, and doesn't allow much flexibility to change the email / contact. We have an inbox that forwards to the sales guys, and the sales guys often times have difficulty creating deals, because the plugin / extension is grabbing the email it's being forwarded from, and not the actual contact. This requires an extra step of entering hubspot and altering the deal manually to correct. ... Mostrar más

It would make sense to be able to write a contact email in the search field for deals, and it pulls up all associated deals. At this point in time it doesn't allow that, requiring person to know contact person's name or deal name. ... Mostrar más