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btsp
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Member since ‎Mar 3, 2020
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  • Upvotes Given
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btsp on May 28, 2021
Changing auto-association behavior which is hostile to B2B2B workflows
We are using HubSpot for B2B2B sales, insurance being sold via broker/agent partnerships. This means many Deals with one Deal Contact, where each deal has ABSOLUTELY NOTHING to do with other deals and should be kept completely separated. We are read more
Reply Idea Contacts & Companies Deals Meetings
7 upvotes
5 Replies
btsp
Contributor
February 09, 2023
In working with my account team at HubSpot recently, I found that some progress has been made on this, though I wouldn't say it's fully solved yet. T...read more
timl on February 06, 2020
Improved currency handling
There are two main issues I can see with the way currencies are handled. Exchange rates should be dynamic – there's no way it should be inputted manually. It doesn't have to update every minute, but daily would be nice. Currencies should read more
Reply Idea Contacts & Companies Deals Products & Quotes Sales Reporting
37 upvotes
21 Replies
btsp
Contributor
January 17, 2023
@ybaptiste the form is still not working, is there any update on this topic?
Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
140 upvotes
54 Replies
btsp
Contributor
May 24, 2022
@MeganLegge any update on this?
everest8878 on May 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
Reply Idea Sales Reporting Workflows
152 upvotes
33 Replies
btsp
Contributor
April 04, 2022
I wonder if this should be merged with this other request: https://community.hubspot.com/t5/HubSpot-Ideas/Export-Workflow-History/idc-p/607716 ...read more
Peterson on February 24, 2020
Export Workflow History
It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc.
Reply Idea Workflows
221 upvotes
51 Replies
btsp
Contributor
April 04, 2022
Given the bad decision HubSpot made to disable the published Workflow Log API without replacing it, and the GUI referenced in this feature request do...read more
Qizzle on October 11, 2021
Create a ratio type calculation field
For Sales Managers and salespeople, create a ratio type calculation field so you can calculate the ratio between fields, e.g., number of closed won deals vs closed lost. This will help assess the success rate and/or effectiveness of deal activity b read more
Reply Idea Sales Reporting
3 upvotes
1 Reply
btsp
Contributor
February 18, 2022
We could definitely use this for figuring out ratios of things getting through different stages in the pipeline.
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