Great minds think alike

Background   Thanks to this recent update, it is possible to select who can edit deals moved to this stage. If you lock down a specific deal stage, below is what will happen to the deal:    Any deal records already in that stage will become read-only for all users except super admins Any deal records that are subsequently moved to that locked stage will also become read-only for all users except super admins Read-only means non-super admin users will not be able to make any changes to any deal, including its properties, that already are in or enter the locked stage The Ask   If you restrict specific deal stage(s), ensure that all other properties on the deal are editable (which uses a properties Field level security to determine who can edit the properties(s).  ...read more

We need to be able to determine when a Deal has been associated from Company A to Company B, and then trigger some edits in Company B and the Deal itself.   I realize this is partly possible by building a Company based workflow and using "Number of associated Deals" is "Known". However, by going that route we won't be able to also trigger the edits in the Deal itself, in cases when the new Company already has another Deal associated. That's because in a company based workflow, we won't be able to pinpoint the newly associated Deal to edit (the assumption is both the old and the new have the same Deal Stage).   The most straighforward way to solve this would be adding the "Associated company is Known" option in the Deal based workfows.   In this way, the moved Deal itself will be enrolled, so it can be edited without affecting any of the other Deals under the Company.       ...read more

Could HubSpot allow an option to set the payment schedule by % instead of amount, this would be more logical for most businesses and more efficient in using the tool. ...read more

It would be nice to clone permission set instead of starting all over again for a new one ...read more

I would like to be able to drag an attachment from a conversation into my email that I am sending.  ...read more

Posting on behalf of a customer here:  Would be absolutely handy to be able to customise the custom line item form - often there's a fair number of properties to fill, depending on the product.  Would be handy if we're able to customise the line item form to have more relevant properties appear. Thank you! ...read more

Currently the order of activities in a contact record is based on the date the activity was logged, not the date that the activity actually happened.  This is frustrating as we sometimes log things after the fact (as well, we did a bulk data transfer from another CRM so things are not in order of date of occurance).  Can you please allow for a sort of activities by date? (by the date noted in the activity itself) ...read more

Related to this question, reporting could be so much more useful if we could edit the data shown when an item is clicked through. For example, I'm using the custom marketing email report (currenlty in beta), and am able to see trends for open and click rates for a particular subset of emails. This is great. Generally, I'm grouping these by week to see how these metrics are trending over time. It would be super useful if I could click on one of these metrics, and see a breakdown of data with options similar to what is already there. For instance, show me the additional fields I have in the data section of the report (and in that order) with the ability to group by email name. This would allow me to see trends over time (by week) with the ability to click into a particular week and see stats for specific emails from that week. Lots of other potential use cases. ...read more

The field "entered stage date" is already being captured. This would be a very useful piece of information as we analize the bottle necks in the pipeline. I understand not being able to provide the "days in stage", as its an aggregate but not being able to view or export a date field limits our efforts to identify areas that need improvement. ...read more