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CTAKevin
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Member since ‎Apr 18, 2017
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Activity

gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
69 upvotes
31 Replies
CTAKevin
Member
October 09, 2018
Though this is a very import feature but I don't think HubSpot can implement this in the near future unelss it changed it's system structure fundamen...read more
ECRSADMIN1 on September 06, 2017
Closed Won, Closed Lost Notification
Could you add the functionality to send closed lost or closed won deals based on the deal rather than the contact. Should a deal have more than one contact associated with it then notifications are sent regarding the deal status from all related con read more
Reply Idea Deals
6 upvotes
6 Replies
CTAKevin
Member
March 14, 2018
Hi Smnktng, My portal is 1765834 and please add out portal into the beta test.
fenstermakera on January 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Reply Idea Contacts & Companies
138 upvotes
62 Replies
CTAKevin
Member
March 14, 2018
Any updates on this? Is the In Beta just a scam to calm people down?
tbls-amanda on December 13, 2017
Filter by Products in Lists
Hi! I would like to be able to use the Products in the Product Library within HubSpot Sales for creating smart lists, where we can filter by product. This would be a great feature for other targeted marketing or sales efforts. Thank you!
Reply Idea Lists
73 upvotes
31 Replies
CTAKevin
Member
March 14, 2018
Product should also be an column which can be pulled out and export.
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
CTAKevin
Member
July 10, 2017
I have been looking for this feature since the first day I used Hubspot. This will decrease the level of effort for user input and manage the data. ...read more
AndyPitre on April 04, 2017
Generate proposals/quotes from Deals and Products in the CRM
Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM. In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are mul read more
Reply Idea Contacts & Companies Deals Products & Quotes
183 upvotes
71 Replies
CTAKevin
Member
July 10, 2017
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