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Will_Sheldon
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Member since ‎Mar 12, 2020
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Will Sheldon

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Will_Sheldon on March 16, 2020
Creating reports against product folders
Currently you can create reports against individual products. E.g. count of products sold or revenue by product. However, often we don't want to report against each individual product we sell. Instead we report at a higher level against a family of read more
Reply Idea Products & Quotes Sales Reporting
6 upvotes
5 Replies
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
Will_Sheldon
Member
March 14, 2020
Adding weight to this idea. For example being able to include deal owner to the board would be great so when looking at the board as a whole you coul...read more
monicaway on May 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) read more
Reply Idea Deals
412 upvotes
161 Replies
Will_Sheldon
Member
March 13, 2020
Just to reiterate what everyone else has said, we often have one deal with multiple companies involved. One is the main client but others may also be...read more
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