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mcclured
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Donald McClure

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bencefarkas on März 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 Beitrag ansehen
Antworten Idee Deals Sales Reporting
213 Likes
88 Antworten
mcclured
Teilnehmer/-in
Juli 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:/...Beitrag ansehen
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TomS on Februar 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 Beitrag ansehen
Antworten Diskussion Deals
15 Likes
19 Antworten
mcclured
Teilnehmer/-in
Juli 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:/...Beitrag ansehen
mcclured on Juli 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 Beitrag ansehen
Antworten Idee Deals Properties Sales Reporting Workflows
36 Likes
7 Antworten
CarmelStelzner on Juni 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 Beitrag ansehen
Antworten Idee Deals
7 Likes
2 Antworten
mcclured
Teilnehmer/-in
Juni 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...Beitrag ansehen
mcclured on Juni 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 Beitrag ansehen
Antworten Idee Workflows
2 Likes
0 Antwort
MarcusWennmo on Oktober 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 Beitrag ansehen
Antworten Idee Sales Reporting
14 Likes
5 Antworten
mcclured
Teilnehmer/-in
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...Beitrag ansehen
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