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IMroz
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Member since ‎Jan 18, 2021
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IMroz on November 15, 2023
Forecast Tool Improvements
The forecast tool is great however there are some issues with it. First, you can't omit a team from the forecast tool, which is problematic since teams are used to organize groups of users, including non-sales / quota-bearing users. Hubspot i read more
Reply Idea Sales Reporting
2 upvotes
0 Reply
IMroz on November 01, 2023
Copying Deal Line Items via Workflow
We currently have a Workflow set up to automatically create a renewal when a deal becomes Closed Won. While it copies the 'Amount' and other info from the original deal, it does not copy the line items. This has to be done manually, which is extre read more
Reply Idea Workflows
2 upvotes
0 Reply
IMroz on July 11, 2022
Automated Currency Conversion in Product Library
Currrently the HubSpot product library line items do not automatically convert their price when a new Default currency is set in the HubSpot Defaults settings. We have to manually calculate and add the currency conversions when a line item is added. read more
Reply Idea Products and Quotes
22 upvotes
6 Replies
IMroz on June 03, 2021
Option to make imported contact first touch vs influenced contacts
HubSpot treats imported contacts in a campaign as influenced contacts vs new contacts. Is there anyway to override this to make them new/first touch contacts? A check box on import that says mark as first touch would be an easy fix. It's unfortuna read more
Reply Idea Campaign
16 upvotes
5 Replies
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