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SLetourneau
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Member since ‎Dec 8, 2021
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Sonny Letourneau

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Activity

HSymonds on March 22, 2021
It woudl be extremely helpful if you could have dependent properties. So if a certian field in a proeprty is selected there is the option of another relaetd property showing or appearing below. This would mean that my team is only filling in relevan read more
97 upvotes
17 Replies
Participant
February 21, 2024
@jaah this is good but this is another thing. What I would look for is: Closed lost reason = other, FORCE me another property to be filled, called ...read more
CArcher on August 25, 2021
The Historical Snapshots report is very helpful for determining how our pipeline has changed month-to-month. The only limitation is that you can't view all your pipelines, in aggregate, in one Historical Snapshot report. We have multiple (5) pipelin read more
Participant
January 31, 2024
In fact what we need is that hubspot adds the Snapshot option in ALL reports... so we can use this as we want and not with the only 3 small options t...read more
Solved
SHinojosa3 on January 12, 2023
Hi, I was wondering if anyone knew of a way to capture a point-in-time snapshot of deal stages. We would like to retroactively look at our deal stages to see how many deals were in a particular stage at a given time. For example: How many dea read more
0 upvote
3 Replies
Participant
January 31, 2024
Hi, thanks for this info. Is it possible to get the same report but filter it by weighted amount instead?
Pasqual on April 29, 2021
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
75 upvotes
36 Replies
Participant
July 12, 2023
@hubspot can we have an answer. this is absolutely needed!!!
ReneeWoolcott on August 18, 2021
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
34 upvotes
12 Replies
Participant
April 28, 2023
This is ABSOLUTE necessity for us!! Please fix this 🙂
JGysin on February 25, 2021
At present, you can only record two revenue values against deals in HubSpot: The total revenue The monthly ‘recurring revenue’ The challenge for our business is that whilst some of our deals will be paid through one sole payment and some spl read more
21 upvotes
10 Replies
Participant
December 08, 2021
We have exactly the same issue. We need to separate the revenue in monthly amounts but NOT 12 equal amounts. Please provide a solution so we can ...read more
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