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ALCarpenter
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Member since ‎Oct 26, 2021
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Ashley Carpenter

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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
ALCarpenter
Member
June 28, 2022
We need this feature as it affects our accounting and commissions if sellers can move deals out of closed won stage at a later date which is a scenar...read more
Mayayo on July 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Reply Idea Deals Sales Reporting
194 upvotes
60 Replies
ALCarpenter
Member
January 17, 2022
We need this field to not auto populate to have more accurate forecasting. We need the sellers to be forced to select a date rather than it populte ...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1851 upvotes
574 Replies
ALCarpenter
Member
December 07, 2021
Any update on this? Would be hugely beneficial for forecasting deals to be able to duplicate.
ALCarpenter on December 06, 2021
Recurring Payments - Term Length For Discounts
Looking for a way to set a term on a discount in Quotes for recurring payments. Stripe has the Coupon functionaity that allows you to set the length of time the discount should apply, but there is no way for this to be setup through the Hubspot int read more
Reply Idea APIs Products and Quotes
0 upvote
0 Reply
ALCarpenter on October 26, 2021
One Time Verification For Quotes
We have many repeat cusotmers on quotes that have to go through the verification process every time they receive a new quote. Is there any way to only require this the first time a quote is received? .
Reply Idea Products and Quotes Workflows
0 upvote
0 Reply
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