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mcclured
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Member since ‎Sep 10, 2020
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  • Upvotes Given
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  • Upvotes Received
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Donald McClure

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Activity

bencefarkas on March 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
101 upvotes
36 Replies
Participant
June 29, 2022
+1 on this. Greatly needed
Solved
TomS on February 11, 2019
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w read more
13 upvotes
19 Replies
Contributor
April 11, 2022
this is not the approprate answer. asking reps to add unnsissary/ addtional info when creating a deal just leads to more work and bad data. most of t...read more
mcclured on July 23, 2021
~~~UPDATE~~~ Workaround/creative solution discovered: https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-crm-ugcPost-6898988533084680192-cQoM ~~~~~~~~~~~ HubSpot needs a way to be able to automatically enforce tha read more
CarmelStelzner on June 02, 2021
Hi. We need a way to catch if the sales team have not selected Line Items in latter deal stages in the pipeline, particularly Closed Won/Sales. There doesn't seem to be any way to do this currently in a deal-based workflow - using 'associated line read more
7 upvotes
2 Replies
Participant
June 29, 2021
Related, but also checking to make sure that the line item totals match the deal properties on a continuous basis (using workflows, presumably). Ple...read more
mcclured on June 29, 2021
Need a way to check that the totals generated by the line item buildup to ARR (or another value) matches what is listed in the related deal properties. Want to enforce that these always match since they aren't linked together and create alerts using read more
2 upvotes
0 Reply
MarcusWennmo on October 04, 2019
We use filter "the last 90 days" for almost all of our reports to be able to view 90-day trends. (using date properties) However, these reports does not include the dates from today. Ex. If a salesperson books a meeting och closes a deal, it doesn't read more
11 upvotes
5 Replies
Participant
November 10, 2020
[someone needs to add a "Dashboards & Reports" tag to this idea or it's never going to be seen by the right people (would be ranked 4th in that c...read more
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