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TimFitspot
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Member since ‎Jul 19, 2017
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waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
TimFitspot
Member
July 20, 2017
I agree and I'll add another example. We send customers a survey to complete prior to doing a demo. Having a survey completed is a Sales Pipeline sta...read more
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TimFitspot on July 19, 2017
Cannot see all interactions with multiple Contacts under a Deal or Company
When we create a Deal, we often have several Contacts involved in different roles e.g. Influencer, Buyer, Coach, User, etc. like most complex sales are today. We also hand Deal over from SDR's to AE's after a Demo is held and the Hubspot owner chang read more
Reply Discussion deal Interactions Multiple Contacts timeline view
0 upvote
1 Reply
granthensel on April 22, 2017
Set Deal Stage Win Probability to 0%
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
Reply Idea Deals Sales Reporting
112 upvotes
62 Replies
TimFitspot
Member
July 19, 2017
I agreee with the comments NINAD and JohnSoza above. We have to be able to adjust pipeline sales stage % to fit our pipeline model. at least in 5% in...read more
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