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CKidd
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Member since ‎Apr 15, 2021
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Caty Kidd

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Activity

JMask on July 11, 2022
Filter and Sort Deals by Number of Associated Companies
Hello, I would like to request a feature where I could sort and filter deals by the number of associated companies. As many of our deals often have more than one company that should be associated, it is very important for our sales team to be ab read more
Reply Idea Deals
8 upvotes
3 Replies
CKidd
Participant
March 23, 2023
we need this for the opposite reason. having multiple companies attached to one deal is causing major problems for our reporting. this is an aboslute...read more
suziedugger on October 20, 2020
Copy Product Information
Now that we're able to add custom fields/properties to products there is a need to be able to copy and/or associate that property to other HubSpot objects. For instance, I have color variants for a product but I can't get that to copy or asso read more
Reply Idea Products and Quotes
145 upvotes
35 Replies
CKidd
Participant
March 15, 2023
super bummed this still isn't available. creates manual work on our CSLs to go in and update every single renewal deal created.
KMarsh on April 16, 2021
Filtering on Deals based on Playbooks
Hi - we are trying to utilise the Playbook function more and we have a 'Sales Playbook' which includes specific information relating to deals. One of the team suggested it would be useful to be able to filter deals by: * Playbook vs No Playbook read more
Reply Idea Deals
1 upvote
1 Reply
CKidd
Participant
November 30, 2022
this would be increadibly helpful.
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
191 upvotes
80 Replies
CKidd
Participant
October 06, 2022
this is an absolute must.
romi on April 20, 2020
Allow x days in "is next" Report Filters
In the 'is last' report filters there are options for: 7 days, 14 days, 30 days, 60 days, 90 days, 365 days. Please add these options to the 'is next' Report filter.
Reply Idea Sales Reporting
32 upvotes
6 Replies
CKidd
Participant
June 17, 2022
honestly can't believe this isn't a function already. our finance team needs to be able to see this data.
Solved
PBaxter on May 21, 2021
Using import to add additional domains to a company
Hello, I have a long list of alternative domains that I want to attach to companies - for example, on my record KPMG, I have kpmg.co.uk; kmpg.ie; kmpg.fr; kpmg.ie... Does anyone know if there is a way to use import to add those domains? read more
Reply Discussion Enterprise
2 upvotes
4 Replies
CKidd
Participant
August 18, 2021
Really wish this was possible. I need to export all of the domains associated with companies so that we don't import duplicates. but it only lets us ...read more
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