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CAltmann
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Member since ‎Nov 29, 2021
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  • Upvotes Given
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  • Upvotes Received
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Chris Altmann

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DrewSlade on May 17, 2023
How to have pro-rated line items that show correct MRR/ARR/TCV?
For context, we have a client who added on features to our product starting in June. They had their original contract started in January. We're pro-rating the addition so that they only pay from June to the end of the year. At the end of the year t read more
Reply Discussion Enterprise
2 upvotes
5 Replies
CAltmann
Participant
August 05, 2024
I am really struggling with this issue at the moment. We have a quoting tool that geenrates our line items however i cannot post the terms (number of...read more
JMayhew6 on January 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno read more
Reply Idea Users & Teams & Permissions
22 upvotes
5 Replies
CAltmann
Participant
April 24, 2024
This has been a pain in my side for a long time now and i was hoping that hubspot would update the team functionality. I often need a whole region to...read more
SSears13 on October 16, 2023
Do not want users to show on forecast unless they have goals assigned.
A user should not show on the forecast unless they have goals assigned, this was the case a year ago when we started using forecasting, now with the recent updates all users with a paid seat and a team show up on the forecast. This makes no sense a read more
Reply Idea Sales Reporting
1 upvote
1 Reply
CAltmann
Participant
November 08, 2023
I agree on the matter. My sales managers are confused as to why everyone with a sales enterprise seat shows up in the forecasting tool. There should ...read more
ztbyrnes on November 19, 2020
Forecast by Deal Quantity, Line Items, or Custom Objects
I'm very interested in the recent updates to forecasting sales, but we are not able to use it as it's currently set up. We are not focused on revenue yet, therefore, we only set goals for the sales team to sell SaaS. The forecasting functionality wo read more
Reply Idea Analytics Tools
33 upvotes
17 Replies
CAltmann
Participant
September 27, 2023
Selling multiple products from our own software to ISVs to services in the forms of one-time, perpetual and subscription, the basic forecasting (and ...read more
ritas on November 11, 2021
Deal # of Lines Limitation
When creating a Deal in Hubspot there is a 99 line item limit. I believe you can add more items but you can't see them to edit the pricing or make sure they are in sequence. We often have Deals that are more than 99 lines because we are trying to read more
Reply Idea Deals
53 upvotes
14 Replies
CAltmann
Participant
March 24, 2023
Im running into this problem - not only do we sometimes have a deal that runs over the 100 mark, but also the line item navigation is very difficult ...read more
Gumpi on April 14, 2020
Consider empty fields in a calculation as 0
HubSpot does not automatically set a value of 0 for empty fields. If any of the number properties used in a custom equation have no value, the calculated property value will be empty. This should be fixed!
Reply Idea Contacts & Companies Deals
113 upvotes
35 Replies
CAltmann
Participant
March 06, 2023
Glad this has been submitted - we honestly thought there was a bug in HubSpot as this is a no brainer when it comes to calculations.
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