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mcclured
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Member since ‎Sep 10, 2020
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bencefarkas on March 06, 2020
Restrict moving deals between stages
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
Reply Idea Deals Sales Reporting
213 upvotes
88 Replies
mcclured
Participant
July 23, 2021
100% agree. Upvote my related idea that would solve this and provide a lot of other flexibility to enforce stage advancement criteria: https:/...read more
Solved
TomS on February 11, 2019
Mandatory properties on Deals get skipped when creating a deal
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
Reply Discussion Deals
15 upvotes
19 Replies
mcclured
Participant
July 23, 2021
100% agree. Upvote my related idea that would solve this and provide a lot of other flexibility to enforce stage advancement criteria: https:/...read more
mcclured on July 23, 2021
Logical criteria that restrict moving deals between stages based on specific property values
~~~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
Reply Idea Deals Properties Sales Reporting Workflows
36 upvotes
7 Replies
CarmelStelzner on June 02, 2021
Check Line items on Closed Won deals
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
Reply Idea Deals
7 upvotes
2 Replies
mcclured
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
Check that Line Item Totals Match Deal Properties
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
Reply Idea Workflows
2 upvotes
0 Reply
MarcusWennmo on October 04, 2019
Include today in "last 90 days" for date property
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
Reply Idea Sales Reporting
14 upvotes
5 Replies
mcclured
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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