EKraaijenzank

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Ellen Kraaijenzank

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MiaSrebrnjak on September 21, 2023

Custom 'Create Deal' Form for Different Sales Pipelines

Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more

Reply Discussion best practices Deals

3 upvotes

10 Replies

EKraaijenzank

Participant

September 22, 2023

Would it be possible to add different default values for the deal creation form based on which pipeline the deal creation form is accessed from?

EKraaijenzank on September 21, 2023

Assigning a task queue to another user to manage access

Currently, a task queue can only be managed by the user that creates the queue. I would like to, as a super admin, to create task queues and assign to a team lead to manage it. This way, I can set up the basic rules and any workflow outcomes, but t read more

Reply Idea Tasks

0 upvote

0 Reply

jrwthetreegroup on November 29, 2018

Required deal stages (so deals show in deal stage funnel report)

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more

Reply Idea Deals Sales Reporting

270 upvotes

95 Replies

EKraaijenzank

Participant

November 01, 2022

I agree, this does not seem like a time consuming feautre to add. It would help immensely with our data validity for reporting

EKraaijenzank on March 29, 2022

Mandatory properties are skipped in list view

We have mandatory properties for each deal/ticket stage and these are promted when moving deals/tickets in the board view. However, we're still seeing deals/tickets where the mandatory properties for the stage are not completed. I have investi read more

Reply Idea Deals Properties Tickets

3 upvotes

0 Reply

EKraaijenzank on March 04, 2022

Google Sheet integration

We would like to have the option to connect more than 1 user to the google sheets integration. Currently, only the user who connected the Google Sheets integration can share spreadsheets with Hubspot and this is restricting use in workflows. Th read more

Reply Idea Integrations

4 upvotes

0 Reply

jfalk415 on December 15, 2021

Custom 'Create Deal' form for different pipelines

Hubspot allows for the creation of multiple pipelines, but apparently doesn't allow for the creation of custom Create Deal form per pipeline. We would greatly benefit from being able to have each pipeline have a unique Create Deal form with a unique read more

Reply Idea Deals

229 upvotes

89 Replies

EKraaijenzank

Participant

February 16, 2022

This would be awesome and avoid any deals landing in the wrong pipeline or the currency being wrong for the pipeline. This is messing up our reporti...read more

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