Profile

mcclured
Participant
Member since ‎Sep 10, 2020
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    4
  • Upvotes Received
    44
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Donald McClure

This user hasn't created a bio yet. Edit your own profile here!

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
214 upvotes
88 Replies
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
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
15 upvotes
19 Replies
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
~~~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
8 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
14 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
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.