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DThomson
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Member since ‎Apr 20, 2021
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David Thomson

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kakaufman on April 27, 2021
Lock deal properties at specific stage
Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
Reply Idea Deals
94 upvotes
31 Replies
DThomson
Member
September 09, 2022
This feature is essential!! Not being able to lock deals is causing flow on effects for many integrations (billing and commission in particular) ...read more
JJones9 on June 03, 2021
Allow exchange rates or local currency equivalents to be amended retrospectively for closed deals
This feature would allow for dashboard revenue reporting in HubSpot to reconcile to other financial systems, and ensure that the reporting is accurate. Currently the rates have to be manually updated every day, and unless the dels are closed in Hub read more
Reply Idea Account Settings
21 upvotes
9 Replies
DThomson
Member
July 29, 2022
The lack of currency flexibility is really limiting our reporting capabilities from HubSpot. We are having to export to Excel and manually use exchan...read more
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