Great minds think alike

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. ...read more

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). ...read more

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 ...read more

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. ...read more

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! ...read more

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. ...read more

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. ...read more

Wir stehen vor der Herausforderung, dass unsere Dienstleistungen über einen Zeitraum von 60 Monaten abgerechnet werden.   In unseren Angeboten wird diese Laufzeit automatisch in Jahre (5 Jahre) umgerechnet und dargestellt. Dies könnte für potenzielle Kunden auf den ersten Blick abschreckend wirken, da sie erkennen, dass eine Bindung über fünf Jahre erforderlich ist.   Es wäre daher sinnvoll, die Art und Weise, wie die Laufzeit in unseren Angeboten präsentiert wird, zu überdenken und anzupassen. ...read more

When viewing a deal it would be good to be able to move to the next one without coming back out to the deals dashboard, just a simple 'next' and 'back' button.  ...read more