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RVice
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Member since ‎Aug 30, 2019
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Rob Vice

Engineering the sales cycle within HubSpot. Trying to reduce the spreadsheets and steps required to close a deal from contracts, invoicing, order entry and deal tracking.

Activity

rickm on July 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more
Reply Idea Contacts & Companies
402 upvotes
165 Replies
RVice
Member
March 11, 2020
@Lankester For the supplier list, add a property "primary contact" with a "YES/NO". Then you can use a contact filter for primary contact to get th...read more
amandacp on April 10, 2019
More Activity Tab Options
I love how we can sort our notes by "Activity, Notes, Emails, Calls, and Tasks" at the top of a contact record but it would LOVE if we could add a "Meetings" tab and also one for any "Form Submissions" that are filled out. It would make it SO much read more
Reply Idea Contacts & Companies Forms Meetings Tasks
51 upvotes
23 Replies
RVice
Member
March 04, 2020
Please add this....we have team members that use meetings instead of calls, even though they are more call related
Chris8020 on August 19, 2019
Deal sorting on the company view
Hi We would like to propose that in the future it will be possible to have some sort of deal sorting on thre company view. I was told that the deals is listed by create with the oldest first, which seems odd to us as we would think it makes more read more
Reply Idea Account Settings
10 upvotes
4 Replies
RVice
Member
October 21, 2019
It does appear random. At the very least, I would like some form of "I don't care about this deal from the top-level company/contact page" Additi...read more
RVice on October 07, 2019
Master Deal with sub-deals that de-crement the amount
The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system i read more
Reply Idea Deals Sequences Workflows
35 upvotes
12 Replies
rickm on July 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more
Reply Idea Contacts & Companies
402 upvotes
165 Replies
RVice
Member
March 11, 2020
@Lankester For the supplier list, add a property "primary contact" with a "YES/NO". Then you can use a contact filter for primary contact to get th...read more
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