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PimKo
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Member since ‎Apr 13, 2021
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Pim Koteris

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Activity

jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
363 upvotes
120 Replies
Member
July 17, 2023
Please add this feature. Since we can auto add line items to deals, this would only be the next step.
JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
207 upvotes
58 Replies
Member
February 10, 2023
I really can't understand why Hubspot doesn't support reporting on Team Goals. Reporting on any type of goal sounds like base functionality. Why else...read more
claireWorkCast on February 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
200 upvotes
48 Replies
Member
October 14, 2022
I'm currently in the beta of this feature. It's quite basic for now, but this already makes our work a little more efficiënt. Now the next step wou...read more
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
660 upvotes
182 Replies
Member
May 23, 2022
I just saw the update about the ability to use the CRM API to create and update Quotes. What's the relation of this new feature with the ability t...read more
hannahflat on May 06, 2021
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a read more
80 upvotes
34 Replies
Member
February 21, 2022
Yes please! I don't really understand why you can't merge Parent (or child) companies in Hubspot. In our business this happens all the time and all o...read more
claireWorkCast on February 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
200 upvotes
48 Replies
Member
October 14, 2022
I'm currently in the beta of this feature. It's quite basic for now, but this already makes our work a little more efficiënt. Now the next step wou...read more
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