AndyPurple

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TobiasBojesen 11月 23日, 2022

ability to copy (custom) line items to a new deal in a workflow

Hi Hubspot I would like to be able enroll a deal in a workflow and dublicate the deal AND the line items associated with the original deal. Ideally being able to filter on which line items to copy, but as a start just to copy those line items w 続きを読む

返信アイデア Products and Quotes Workflows

3 いいね！

2 コメント

AndyPurple

参加者

1月 04日, 2023

Commenting for update I have the same requirement. We need to reproduce our entire deal as a new "RENEWAL" deal the following year, immediate...続きを読む

AShields 9月 06日, 2021

Linkedin Sales Navigator integration into HubSpot

Hi, We have just taken a Linkedin Sales Navigator trial and have integrated within HubSpot. However, there doesnt appear to be a great deal of integration and systems such as Sales Force seem to have much better functionilty in comparison. Is there 続きを読む

返信アイデア Integrations

6 いいね！

4 コメント

AndyPurple

参加者

11月 15日, 2021

We have also just signed up to LI Sales Nav Teams. The integration and sync'ing capabilities within LI & either Salesforce or MS Dynamics rea...続きを読む

FelipeFelix 7月 08日, 2020

Looping workflows

Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t 続きを読む

返信アイデア Workflows

89 いいね！

31 コメント

AndyPurple

参加者

11月 05日, 2021

This is very disappointing. Workflow functionality should be available anywhere that workflows exist or might be used. Our use case for this is t...続きを読む

romi 4月 20日, 2020

Allow x days in "is next" Report Filters

In the 'is last' report filters there are options for: 7 days, 14 days, 30 days, 60 days, 90 days, 365 days. Please add these options to the 'is next' Report filter.

返信アイデア Sales Reporting

35 いいね！

7 コメント

AndyPurple

参加者

12月 09日, 2020

Really important for forecasting and reporting. on the 1st day of a quarter, the "next quarter" date range is exactly the same as for the last day of...続きを読む

JessicaSmith 2月 14日, 2019

Display Calculated Deal Property in Currency Format

I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.

返信アイデア Deals

189 いいね！

58 コメント

AndyPurple

参加者

12月 07日, 2020

Ditto, Having to work round other Hubspot limitations (no currency conversion at deal item level, only being able to convert to a single company amou...続きを読む

AndyPurple 12月 07日, 2020

Calculations using stored currency

It would be great if HubSpot would allow calculations to refer to the currency lookup table. We have a report that needs to be rendered in a different currency to our company currency (we cannot use deal amount as we support 5 currencies). Whils 続きを読む

返信アイデア Dashboards & Reports Sales Reporting

1 いいね！

0 コメント

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