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petercraigen
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Member since ‎Nov 7, 2017
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  • Upvotes Given
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  • Upvotes Received
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petercraigen on February 25, 2019
"No Associations" When Calling on Hubspot
The Hubspot Calling Feature is fantastic but I wanted to point out a very obvious flaw that will hopefully create a bit of efficiency for folks hoping to ramp their call velocity. When you select a phone number to call, the window in the bottom read more
Reply Idea Calling
3 upvotes
1 Reply
Solved
Kimberly on October 30, 2017
Workflows for deals
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows read more
Reply Discussion
12 upvotes
13 Replies
petercraigen
Participant
September 07, 2018
We are also waiting for Deal Workflows to reach parity with contact and company workflows. Right now if I have a company property, I cannot automate ...read more
Solved
sefakral on July 07, 2017
Deals with different currencies
Hello community we have customers in Europe an the US, what can i do if i have deals in €uro and US Dollars? Is there a way to have both currencies running or at least that it is all converted into one currency automatically? In the HUbSpot setting read more
Reply Discussion
31 upvotes
29 Replies
petercraigen
Participant
September 07, 2018
Looks like it was resolved very recently! I have been waiting for this for a while now too. Check in your settings under account defaults and yo...read more
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
334 upvotes
140 Replies
petercraigen
Participant
April 27, 2018
+1 on this idea. Having a close date autopopulate does not make sense and creates innacuracy in our reporting + more time manually changing date...read more
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