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christinephu
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Member since ‎Jun 15, 2022
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rickyW on January 25, 2021
Ability to always show previously completed fields when moving a deal in pipeline
When moving a deal from one stage to another, the list of 'previously completed properties' are always collapsed. It would be useful to have the ability to always show certain fields, even if they have previously been completed. We want to read more
Reply Idea Deals
24 upvotes
6 Replies
christinephu
Member
September 26, 2022
Expanding by default will help tremendously to keep our data clean because we have fields that need to be updated for more than one stage change.
christinephu on September 16, 2022
Customize properties within sections for left sidebar based on teams
Who (what type of role or team) is the feature for? Sales, Solutions Engineers, Customer Success Managers, and other teams within Hubspot. What is their goal? The goal is to have custom left sidebar views for each team on a property level wi read more
Reply Idea Deals
0 upvote
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ianhill on May 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
Reply Idea Deals
107 upvotes
30 Replies
christinephu
Member
June 30, 2022
+1 @roisinkirby These two companies are great examples of how this could work: https://arrows.to/ (specifically integrates with HubSpot) http...read more
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