My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s read more
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
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th read more
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows read more