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ELaw
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Member since ‎Oct 12, 2021
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Elisabeth Law

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Activity

lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
138 upvotes
55 Replies
DSalazar63
HubSpot Employee
August 10, 2022
When a deal is created under a contact record and the contact record is associated to a company, the deal name is automatically set to the company na...read more
Solved
dflynt on April 19, 2021
Security to Keep Sales Reps from Closing Deals
I thought I had found an answer to this question before, but can't find it now. We have a process where customer service closes deals (by setting to Closed Won) when we get a PO from a customer. Is it possible to not allow Sales Reps to close deal read more
Reply Discussion Deals Enterprise
0 upvote
7 Replies
ELaw
Participant
February 17, 2022
This is great, and gave me some additional ideas! Thank you for sharing!
Solved
dflynt on April 19, 2021
Security to Keep Sales Reps from Closing Deals
I thought I had found an answer to this question before, but can't find it now. We have a process where customer service closes deals (by setting to Closed Won) when we get a PO from a customer. Is it possible to not allow Sales Reps to close deal read more
Reply Discussion Deals Enterprise
0 upvote
7 Replies
ELaw
Participant
February 17, 2022
This is great, and gave me some additional ideas! Thank you for sharing!
mdunham on November 10, 2020
"Locking" a Closed Deal
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
Reply Idea Deals Sales Reporting
54 upvotes
14 Replies
SLangenbahn
Member
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 o...read more
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