When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. 続きを読む
We want our deals to automatically update to use the Total Contract Quote (TCV) when a quote with terms is created. I noticed in the api there is a property called hs_quote_total_preference:
hs_quote_total_preference : set based on your acc 続きを読む
I tried this and the quote total only used the annual amount not TCV. This really needs to be solved at the quote level enabling us to add TCV to t...続きを読む
After discussion in another thread , it was decided we should mention this here. IF a user has the HubSpot Gmail Extension enabled AND IF HubSpot's GDPR Tools are enabled THEN clicking on any message in Gmail results in a HubSpot informational 続きを読む
I would like the ability to group products of like type into a product family group so that I can then report of the growth of each product family. Why needed? If you have multiple sku's for each product due to volume discounting or different t 続きを読む
hey!
We wanted to implement Quotes as part of our sales process. Overall, the functionality looks great and easy to use, apart from one thing - we can't edit our company address.
Our HQ is in Germany and this address is in HubSpot. But we a 続きを読む
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi 続きを読む
I would love the ability to sync contact names based on buying properties to a particluar deal. Example - I have built a MEDDIC rating and scorin...続きを読む
I would like to be able to create a pipeline creation goals (amount $). Right now you can create a goal on revenue and number of deals created (I don't care about the number of deals) but nothing for amount of pipeline created.
I would like the ability to group products of like type into a product family group so that I can then report of the growth of each product family. Why needed? If you have multiple sku's for each product due to volume discounting or different t 続きを読む
Need to be able to use the deal specific line items as properties of the deal: one example: term information that is contained in a line item of a deal into a deal property (most likely a custom property) so that you can report on deal term ana 続きを読む
I would like to be able to create a pipeline creation goals (amount $). Right now you can create a goal on revenue and number of deals created (I don't care about the number of deals) but nothing for amount of pipeline created. https 続きを読む
Correct Unit Price. What I am looking for is NET UNIT PRICE - the calculation is NET PRICE / QUANITY = NET UNIT PRICE. For example if you purcha...続きを読む
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