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ReganRoss
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Member since ‎Nov 9, 2020
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Regan Ross

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cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1823 upvotes
559 Replies
ReganRoss
Contributor
January 22, 2024
I think there's frustration because in virtually every other CRM it's this simple: https://youtu.be/APRRXVncmCc
BeverleyB on February 09, 2018
Copy an Individual HubSpot Project Task to a Different Project
It would be great if you could copy individulal tasks from one project to a different project.
Reply Idea Productivity Tools
28 upvotes
11 Replies
ReganRoss
Contributor
January 12, 2024
This would most definitely help us out too. Use case we're looking at is creating a "Feature/Function Request" project for reps to submit ideas, and ...read more
Solved
EWILHELM on February 08, 2022
enrichment of our customer data
Hello, I would like to enrich our hubspot contacts with their profile on social networks (linkedin, twitter, etc.) and retrieve type information (function, location). Ideally, it should also be updated when a contact changes position, for example. read more
Reply Discussion Enterprise Professional
0 upvote
5 Replies
ReganRoss
Contributor
January 02, 2024
Thanks for the quick reply. Enhancing and improving Hubspot Insights' ability to update Contact/Company info might be an area of strategic competitiv...read more
Solved
EWILHELM on February 08, 2022
enrichment of our customer data
Hello, I would like to enrich our hubspot contacts with their profile on social networks (linkedin, twitter, etc.) and retrieve type information (function, location). Ideally, it should also be updated when a contact changes position, for example. read more
Reply Discussion Enterprise Professional
0 upvote
5 Replies
ReganRoss
Contributor
January 02, 2024
Thanks for the quick reply. Enhancing and improving Hubspot Insights' ability to update Contact/Company info might be an area of strategic competitiv...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1823 upvotes
559 Replies
ReganRoss
Contributor
January 22, 2024
I think there's frustration because in virtually every other CRM it's this simple: https://youtu.be/APRRXVncmCc
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
213 upvotes
91 Replies
ReganRoss
Contributor
December 18, 2023
Any update on adding cloning/duplicating deals to core Hubspot CRM functionality? I'm getting read to enter more license renewals into the 2024 pipel...read more
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