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CHSpassivuk
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Mitglied seit ‎Mai 11, 2022
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DarylWui on Mai 11, 2022
Including ability to search by Product SKU and description in HubSpot search bar
Filing on behalf of customer: The limited functionality of the search bar as per this KB article: https://knowledge.hubspot.com/contacts/search-within-your-hubspot-account does not allow for searching by product information to display products Beitrag ansehen
Antworten Idee Products and Quotes
26 Likes
12 Antworten
CHSpassivuk
Mitglied
Juni 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 Mai 30, 2022
Bulk add Products/Line items to Deal
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 Beitrag ansehen
Antworten Idee Products and Quotes
3 Likes
2 Antworten
CHSpassivuk
Mitglied
Juni 16, 2022
We really need this too!
CHSpassivuk on Mai 30, 2022
Line items - included in deal view exports/column needed to expose detail
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 Beitrag ansehen
Antworten Diskussion
25 Likes
1 Antwort
ecoomber on März 05, 2020
Ability to set goals by product (both amount and revenue)
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.
Antworten Idee Products & Quotes Sales Reporting
18 Likes
5 Antworten
CHSpassivuk
Mitglied
Mai 30, 2022
This is also a function we would desperately like, and improved reporting in general around product sales. We have overall company & sales person...Beitrag ansehen
Dylan on Januar 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal Beitrag ansehen
Antworten Idee Deals Tickets
344 Likes
141 Antworten
CHSpassivuk
Mitglied
Mai 30, 2022
An absolute must have feature! The ability to have different properties required/different "create deal" forms and different mandatory fields ba...Beitrag ansehen
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CHSpassivuk on Mai 30, 2022
Associating deals to other deals
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 Beitrag ansehen
Antworten Diskussion
0 Likes
2 Antworten
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