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EPTMichael
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Member since ‎Sep 23, 2020
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Michael Willis

HubSpot Champion at EP&T Global (ANZ)

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DTadd1 on December 07, 2021
Custom object pipelines need a funnel report
Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he read more
Reply Idea Custom Objects
80 upvotes
18 Replies
EPTMichael
Member
April 01, 2024
+1 to the expanded thoughts of @Simzie and @JBooth3 above - my team needs to be able to report on time in stage for our custom objects, and a fun...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
481 upvotes
143 Replies
EPTMichael
Member
January 08, 2024
+1 to all Ideas for this, desperately needed natively within HubSpot - if we can already do it with a Task via workflows, can't we do it with a Note ...read more
MTrummel on December 30, 2022
Baffled by Recurring Revenue Complication
I recently developed a system within HS to track three separate pipelines with three sets of deal stages. I added product line items. I worked with the sales team to help them track this information within their deals so that we could see the MRR, A read more
Reply Idea Sales Reporting
2 upvotes
3 Replies
EPTMichael
Member
November 23, 2023
I too have run up against this as we've looked to try and accommodate some odd customer requests. The fact that there's a "delay billing start" fiel...read more
SamuelBanks on March 02, 2022
Associate Line Items to Tickets
Hey HubSpot We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets read more
Reply Idea Products and Quotes Tickets
71 upvotes
23 Replies
EPTMichael
Member
July 12, 2023
Seconding this idea - would perfectly solve our idea to track all ongoing Contracts via HubSpot Custom Object - could easily add line items for each ...read more
Arne on December 22, 2018
Quotes and Product Support on the Mobile App (View, Share, Create and Approve)
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the sco read more
Reply Idea Mobile Applications Products and Quotes
158 upvotes
76 Replies
EPTMichael
Member
October 25, 2022
Adding to this, we're looking to bring some of our field techs into HubSpot and it would be great if they could send over pricing straight away while...read more
warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
88 upvotes
46 Replies
EPTMichael
Member
August 16, 2022
Adding my voice to this request as well. I'm currently revamping our pipeline and reporting layouts and this is a must for the reporting my board is ...read more
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