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amydyv
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Member since ‎Jan 28, 2020
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Activity

lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
amydyv
Participant
November 29, 2021
This is such an important feature! I love Hubspot but the lack of association between objects when using workflows is terrible. The fact that Line It...read more
twinloger on April 12, 2021
line items - use in workflows
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Reply Discussion CRM Deals How-To Sales Workflows
40 upvotes
17 Replies
amydyv
Participant
November 29, 2021
I think all the issues related to associated objects are very problematic. It's like Line Items / Products live in a different world from other objec...read more
Solved
AliceZen on February 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of read more
Reply Discussion Sales Team Productivity
19 upvotes
23 Replies
amydyv
Participant
November 29, 2021
I also find this highly troublesome and doesn't feel in line with the overall advanced report builder.
RReategui on April 06, 2021
Hubspot needs a calendar view
A Calendar view might be beneficial to a lot of people when starting the workday. Being able to put a calendar on the dashboard to see upcoming tasks, due dates, meeting ect. all in a calendar view would help give alternate perspectives when worki read more
Reply Idea Dashboards & Reports
7 upvotes
1 Reply
amydyv
Participant
June 01, 2021
As a Marketing Manager I'd love to be able to create a dashboard with a calendar report, in order to use that dashboard as my default home page. ...read more
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