Member since ‎May 11, 2022
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Charlotte Holford-Stretton

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DarylWui on May 10, 2022
Filing on behalf of customer: The limited functionality of the search bar as per this KB article: does not allow for searching by product information to display products read more
5 Replies
June 16, 2022
In general, the search needs expanding outside of 1 field option as seems to be the standard on all areas of the system.
Thomas_Vanguard on May 30, 2022
Our client wanted to upload a CSV of products to a Deal to associate a large number of line items without manually selecting each and adding them to the Deal. This does sound like it would help people that sell many singular items and do pre-c read more
2 Replies
June 16, 2022
We really need this too!
CHSpassivuk on May 30, 2022
Our use case is to have the line-item details available in the deal view, additional columns, which allow us to export all the required data in one file but also visibility of the products/line items without having to preview the deal (being able to read more
1 Reply
ecoomber on March 05, 2020
I'd like to be able to set goals by product - our reps have goals for different product lines and also out goals are for amount and not revenue.
May 30, 2022
This is also a function we would desperately like, and improved reporting in general around product sales. We have overall company & sales more
Dylan on January 04, 2020
Breaking apart from this, 2 part idea: HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
136 Replies
May 30, 2022
An absolute must have feature! The ability to have different properties required/different "create deal" forms and different mandatory fields more
CHSpassivuk on May 30, 2022
We have a requirement to associate our deals with other deals. We tend to have a single project which usually has multiple phases over many years where we will have different funding sources/customers to deliver different elements. They are read more
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