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Thefunnelmaster
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Member since ‎Oct 2, 2017
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cfleishman on August 31, 2017
Cloning a Deal
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 read more
Reply Idea Deals
1822 upvotes
559 Replies
Thefunnelmaster
Participant
September 14, 2018
It would make the sales team's life way easier if this feature was in place. Glad to hear it's in the works!
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
206 upvotes
89 Replies
Thefunnelmaster
Participant
July 16, 2018
Case : Joe and Jaime both worked on a deal worth $10,000. When won $5,000 gets attributed to each owner. If there are 2 sales people working ...read more
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
Thefunnelmaster
Participant
May 24, 2018
The default 10% incriments essentially make this feature pointless as a forcasting tool for us. The flexibility to choose a number between 0-100 wou...read more
khughes on April 03, 2017
Add deal properties to email personalization
In emails you can add fields from Contacts and Companies, but not from Deals yet. Adding deal information is critical to setting up internal notifications.
Reply Idea Marketing Emails
169 upvotes
68 Replies
Thefunnelmaster
Participant
March 16, 2018
This is of upmost importance to our use of HubSpot.
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
Thefunnelmaster
Participant
March 14, 2018
This is a must have!
RafiPN on August 24, 2017
Delete form submissions
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.
Reply Idea Forms
1163 upvotes
401 Replies
Thefunnelmaster
Participant
February 06, 2018
I agree, this feature could be very helpful in cleaning up our data.
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