Hey @dmattauch - nice to meet you! I find it best to manually associate companies to deals. While this may take an extra minute or so to do, it wil...read more
Hi Karsten, I'm curious to know how I could make a workflow to email a deal owner if a deal has not been updated for 2 weeks. There isn't a "Last...read more
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
Thanks for the quick response! Based on what I'm reading here - It can associate the Company name. Will this connect the Contact object and link/asso...read more
In part of the contracting process, we involve legal, finance, and sales leads to approve or ask for changes before a quote can be sent to a customer. Would love to see the capability for approvers to be able to redline a quote, rather than only bei read more
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
Currently the only way edit Contacts associated Company is to click into each Contact and update the company. There are MANY issues with this that it seems like quite a bit of HubSpot customers face. Even with this as the current solution, if th read more
Hey there! Does anyone know of a way to pull a deal properties usage report? I'm seeking to understand the usage of all of the deal properties. Not looking to export the history, but to be able to visualize what percentage of read more
I'm aware there are several 3rd-party software that can integrate into HS, however, I'm curious to know if anyone has been able to find a way to show deal slippage? What I want to see: How the pipeline for the business has changed through tim read more