Profile

CHSpassivuk
Member
Member since ‎May 11, 2022
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    4
  • Upvotes Received
    25
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Charlotte Holford-Stretton

This user hasn't created a bio yet. Edit your own profile here!

Activity

DarylWui on May 11, 2022
Including ability to search by Product SKU and description in HubSpot search bar
Filing on behalf of customer: The limited functionality of the search bar as per this KB article: https://knowledge.hubspot.com/contacts/search-within-your-hubspot-account does not allow for searching by product information to display products read more
Reply Idea Products and Quotes
26 upvotes
12 Replies
CHSpassivuk
Member
June 16, 2022
In general, the search needs expanding outside of 1 field option as seems to be the standard on all areas of the system.
Thomas_Vanguard on May 30, 2022
Bulk add Products/Line items to Deal
Our client wanted to upload a CSV of products to a Deal to associate a large number of line items without manually selecting each and adding them to the Deal. This does sound like it would help people that sell many singular items and do pre-c read more
Reply Idea Products and Quotes
3 upvotes
2 Replies
CHSpassivuk
Member
June 16, 2022
We really need this too!
CHSpassivuk on May 30, 2022
Line items - included in deal view exports/column needed to expose detail
Our use case is to have the line-item details available in the deal view, additional columns, which allow us to export all the required data in one file but also visibility of the products/line items without having to preview the deal (being able to read more
Reply Discussion
25 upvotes
1 Reply
ecoomber on March 05, 2020
Ability to set goals by product (both amount and revenue)
I'd like to be able to set goals by product - our reps have goals for different product lines and also out goals are for amount and not revenue.
Reply Idea Products & Quotes Sales Reporting
18 upvotes
5 Replies
CHSpassivuk
Member
May 30, 2022
This is also a function we would desperately like, and improved reporting in general around product sales. We have overall company & sales person...read more
Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
344 upvotes
141 Replies
CHSpassivuk
Member
May 30, 2022
An absolute must have feature! The ability to have different properties required/different "create deal" forms and different mandatory fields ba...read more
Solved
CHSpassivuk on May 30, 2022
Associating deals to other deals
We have a requirement to associate our deals with other deals. We tend to have a single project which usually has multiple phases over many years where we will have different funding sources/customers to deliver different elements. They are read more
Reply Discussion
0 upvote
2 Replies
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.