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MarkDarby
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Member since ‎Jul 1, 2020
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MarkDarby on February 05, 2024
Notifications for expired quotes
I have been testing the notifications and there is not a way that we can set a notification or design a workflow if a link has been clicked on an "expired" quote. It would be good to have Hubspot notify the deal owner of this
Reply Idea Deals
1 upvote
1 Reply
Geo on February 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more
Reply Idea Deals Sales Reporting
139 upvotes
81 Replies
MarkDarby
Member
August 18, 2020
I agree with this. Hubspot already works the Margin out so I do not know why they cannot do a quick fix on this. It is paramount for a business to wo...read more
MarkDarby on July 01, 2020
Margin to be a reportable property
As within any organisation reporting on deal profits it key. Hubspot already works out the Margin on any deal but you cannot report on this This would help with reports, sales comission. To be honest, I'm supprised that Hubspot does not do t read more
Reply Idea Dashboards & Reports Deals Products and Quotes
9 upvotes
3 Replies
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