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beccaes
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Member since ‎Jun 25, 2020
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Becca Smith

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beccaes on September 16, 2020
Is there a way to filter a deal report to show deals that meet either of two criteria? In this case, I'm trying to set up a report that shows deals that are either "Closed Won" or marked as "Hot" in a custom property for lead qualification. This see read more
6 upvotes
1 Reply
HubSpot Alumni
September 17, 2020
Hi @beccaes , Thanks for reaching out. I want to tag in some thought leaders to see if they can assist with this. Hi @AM8 @MAC-MCB @rikki...read more
palmerij2 on February 21, 2020
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: read more
40 upvotes
13 Replies
Member
April 26, 2022
This would be a great functionality & would help tremendously for reporting purposes.
stellartickets on July 27, 2020
make it like "create task" currently works in the gmail extension once the contact has been logged to hubspot crm.
Top Contributor | Platinum Partner
February 16, 2022
Would love this!
HelenRoss on August 07, 2017
Often times I'm bulk editing data on our companies. Unfortunately, not everything can be done through a workflow (though I use those extensively too!). One of my absolute pet bug bears is that I need to click on each company in order to edit the pro read more
14 upvotes
9 Replies
Contributeur de premier rang
August 12, 2021
I do the majority of data management for my company and the fastest way I have found is to export the long list, make changes in excel and re-import ...read more
beccaes on August 02, 2020
Our portal admins are responsible for monitoring templates/snippets to make sure we're not hitting our account limits. If users create templates or snippets that are not shared, we'll be able to see that we're at (or approaching) our limits, but won read more
Dylan on January 04, 2020
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
295 upvotes
110 Replies
Member
June 03, 2022
Is it possible to update deal close dates based on stage? I looked into Workflows, but it only allowed for a static date to be set versus a relative...read more
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