daskvig

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David Askvig

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Adam-SixandFlow on November 05, 2020

Create a 'Today's Date' field in Hubspot

Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactivel read more

Reply Idea Account Settings

256 upvotes

66 Replies

daskvig

Member

August 17, 2023

You can install this app and it works slick! https://ecosystem.hubspot.com/marketplace/apps/sales/crm/ticktocktoday-1928474

daskvig on February 07, 2023

Show deals created and pipeline dollar amount on Campaigns

We track our Marketing efforts largely by how many deals are created and what's the associated pipeline. This is important for companies that have longer deal cycles. But right now, the campaigns feature only shows closed won revenue. So we can't se read more

Reply Idea Campaign

0 upvote

0 Reply

revilo on May 25, 2020

Round up decimal points in Reports

Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.

Reply Idea Account Settings

47 upvotes

21 Replies

daskvig

Member

December 29, 2022

Yes please!!

jfalk415 on December 15, 2021

Custom 'Create Deal' form for different pipelines

Hubspot allows for the creation of multiple pipelines, but apparently doesn't allow for the creation of custom Create Deal form per pipeline. We would greatly benefit from being able to have each pipeline have a unique Create Deal form with a unique read more

Reply Idea Deals

255 upvotes

98 Replies

daskvig

Member

August 11, 2022

I just assumed this would be there. I'm creating two pipelines and this is messing up my plan for using different pipelines. I'm using a New Sales Pi...read more

GLR on December 13, 2017

Company and contact info mandatory to create a DEAL

Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more

Reply Idea Contacts & Companies Deals

554 upvotes

229 Replies

daskvig

Member

August 04, 2022

Yes, we need that. Also, there isn't even a way to build a workflow that identifies deals with no company association to remind reps to make the asso...read more

daskvig on July 25, 2022

Manage errant email attachments in the attachment section of a company

We have a problem with any images in an email showing up as attachments on the company record. This puts hundreds of attachments in the attachments section making it really hard to find actual attachments like contracts or PDFs. Would be nice to sol read more

Reply Idea Contacts & Companies File Manager

7 upvotes

1 Reply

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