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twmartin2
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KLA on August 24, 2017
How Approach Multi-Year Deals
Hi, I am trying to log a $50,000 deal which will be a multi-year contract. I will get paid about $20k the first year and then $10k/year for three more years. What is the best way to show this deal in my pipeline? Should I split up the amounts or is read more
Reply Discussion Deals
4 upvotes
5 Replies
twmartin2
Participant
January 03, 2020
Is there a way to duplicate deals in Hubspot so you can carry over the notes and not have to make your reps recreate three separate deals with all of...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
69 upvotes
31 Replies
twmartin2
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January 02, 2020
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