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MrB
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Member since ‎Oct 23, 2020
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Owen Bateman

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Activity

DCL on May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
Reply Idea Deals
287 upvotes
107 Replies
MrB
Participant
March 12, 2024
My interest is in cloning deals primarily allowing to make a minor edit without having to enter everything from scratch. So where I have the same clie...read more
DCL on May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
Reply Idea Deals
287 upvotes
107 Replies
MrB
Participant
March 12, 2024
My interest is in cloning deals primarily allowing to make a minor edit without having to enter everything from scratch. So where I have the same clie...read more
esundance on May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Reply Idea
340 upvotes
114 Replies
MrB
Participant
September 15, 2021
has this been done yet, I need to clone deals into a new pipeline without losing the original. thanks
cketelaar on January 16, 2020
deal amount calculation based on pricing in product library of a deal
Hi, the deal amount can automatically be based on the (recurring) pricing of products in the product library as they are added to a deal. However; - you can't select the amount to be calculated for the entire deal or for more than 3 ye read more
Reply Idea Deals Products & Quotes
21 upvotes
9 Replies
MrB
Participant
November 13, 2020
This is a must for us, have just found the Deal value uses either product qty x price and all products, or any quote even if you do multiple lines of...read more
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
MrB
Participant
November 10, 2020
This is critical need for us, we have world wide teams that in some cases are competing for the same business, even being able to see the title of t...read more
DCL on May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
Reply Idea Deals
287 upvotes
107 Replies
MrB
Participant
March 12, 2024
My interest is in cloning deals primarily allowing to make a minor edit without having to enter everything from scratch. So where I have the same clie...read more
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