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mktgqueen
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Member since ‎Jul 17, 2017
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  • solutions
    1
  • Replies
    19
  • Upvotes Given
    32
  • Upvotes Received
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jmacandrews on February 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
Reply Discussion
45 upvotes
13 Replies
HHorne
Participant
March 24, 2022
Hi, Mid-2022 here! We are still waiting on the "custom fiscal year" feature to apply to reports, analytics, and forecasting. Any updates on when...read more
CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1026 upvotes
158 Replies
Daniel_13
Participant
April 27, 2022
+1 this would be very helpful maintaining this is a real pain point
CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1026 upvotes
158 Replies
Daniel_13
Participant
April 27, 2022
+1 this would be very helpful maintaining this is a real pain point
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
139 Replies
ybaptiste
HubSpot Product Team
March 29, 2022
Hey HubSpot Community, Some exciting news. We shipped close date configuration for deals. You can now configure the default close date for n...read more
mktgqueen on July 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other read more
Reply Discussion Contacts
1 upvote
3 Replies
dianalcont
Top Contributor | Diamond Partner
July 17, 2020
The key is the associated company/contact! If they aren't linked it won't pull them into the workflow. I'd love to hear how this works out for y...read more
mktgqueen on July 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other read more
Reply Discussion Contacts
1 upvote
3 Replies
dianalcont
Top Contributor | Diamond Partner
July 17, 2020
The key is the associated company/contact! If they aren't linked it won't pull them into the workflow. I'd love to hear how this works out for y...read more
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