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.
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
@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
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
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
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
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
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
@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
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
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