Member since ‎Jun 17, 2021
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Greg Kell

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granthensel on April 22, 2017
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
62 Replies
HubSpot Employee
September 02, 2022
hey @GKell , @FernandoVW , @TPiotrowski Most of the comments in this thread seem to have been geared towards offering custom options for deal more
mbarba on February 24, 2022
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Revenue Operations Study Group! One of the best ways to learn RevOps is by implementing strategies and sharing ideas with ot read more
September 28, 2022
Greetings Everyone! My name is Marlene and I am the operations manager for Marvelous Care at Home Consultant LLC located in Henderson, NV. I would more
GKell on May 27, 2022
I work for a company that sells annual subscriptions and I want to be able copy certain properties from the initial annual deal to the renewal deal via workflow. To accomplish this I am copying info from the deal to the company and then back to the read more
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Contributor | Partner
May 27, 2022
Would it be possible to update the second workflow to be deal based instead? It would be triggered when the pipelie is 'Renewals', the stage is more
mdunham on November 10, 2020
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer read more
14 Replies
September 07, 2022
Same to our use Case. We urgently need this feature to prevent reps going back in and making changes to the deal which skews data. This is key for more
MFrankJohnson on January 17, 2020
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
26 Replies
August 22, 2022
Waiting for this functionality too.
EvaDixon on August 14, 2018
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta read more
35 Replies
April 27, 2022
We would love to have a section where our company can store ONLY FULLY executed contracts. The attachments section get so clouded up from all email more
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