Great minds think alike

cfleishman · ‎Aug 31, 2017

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."

AndyPitre · ‎Apr 4, 2017

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])

CoachAaronCCR · ‎Jul 11, 2017

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.

DBowers3 · ‎Jun 16, 2017

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

SteveJenns · ‎Mar 6, 2017

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value. Thanks! Steve

RafiPN · ‎Aug 24, 2017

Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.

DiegoPI · ‎Jun 11, 2018

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled. The current text of the meeting reminder email is: Hello, This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST I look forward to meeting with you,

CCIlumia · ‎Jun 12, 2018

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

lsirac · ‎Nov 21, 2016

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.

khughes · ‎Apr 3, 2017

We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email from us through HubSpot saying "Thank you for registering!". Since we have a lot of different people signing up, it's very important for us to follow up on that email. If we could add CC to me on the email that is sent out, I could pick up the conversation with the person registering very quickly. I could simply press "Reply" on the email and continue the conversation with the lead. If I want to do this now with today's HubSpot solution, I'd have to copy/paste the lead's email address from the internal registration confirmation email, write a subject line that wouldn't confuse the lead, and then write the message to the lead. This delays the response time dramatically, and takes up substantially more resources. Use case 2: If we could add BCC to emails as well, it would give people two great advantages; (1) HubSpot emails could easily be integrated with almost ANY CRM (ex. Email to CRM option), and (2) it would add the contents of the email to the CRM (more than just "Sent Subject Line"). If anything is unclear, I would loooove to explain in more detail.

Great minds think alike

Cloning a Deal

Customized "Deal Cards" in Deals Dashboard

Sync property values between Contact, Company and Deal Records

Associate one contact to multiple companies

Field Dependencies for Contact Properties

Delete form submissions

Customize Meeting Reminder & Meeting Booked Emails

Customize Quote template/appearance

Enter 2 email addresses for a contact

Add CC and BCC capabilities to emails from HubSpot

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