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BeancavNiekerk
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Feb 5, 2021
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Beanca van Niekerk

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BeancavNiekerk on November 21, 2023
Deal Duplication Option
HubSpot needs the ability to duplicate/clone a deal - specifically, if you have a retention client and you want to create a 12-month count deal. Currently, you have to create 12 net new deals and populate most of the properties. It would be great if read more
Reply Discussion Professional
5 upvotes
3 Replies
Solved
BeancavNiekerk on November 10, 2023
Whatsapp Personal Numbers Integration
Hi Everyome, we have a client who has 18+ sales staff. They are on Sales Ent & Marketing Pro. They want to be able to connect each of their personal WhatsApp to HubSpot to keep track of all communication. Besides Ni read more
Reply Discussion Sales
1 upvote
1 Reply
bencefarkas on March 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 read more
Reply Idea Deals Sales Reporting
214 upvotes
88 Replies
BeancavNiekerk
Member | Diamond Partner
February 05, 2021
Agree, there needs to be more flexibility in deal ownership & deal permissions for sales/deal pipelines.
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