I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow?
For example - first email gets sent (cl read more
Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have 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
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
I just ran across a hip and cool project management company called www.monday.com . Reminded me of HubSpot revolutionizing the CRM and Marketing world. Would be nice to see an integration for Project Mangaement into HubSpot and this seems like a na read more