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DGonzalez08
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Member since ‎Jul 3, 2022
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Diego Gonzalez

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jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
98 Replies
DGonzalez08
Participant
February 13, 2023
@hubspot please implement this! Funnels are kind of worthless if a salesperson forgets to pass a deal trhough every stage or is lazy and decides no...read more
MJZook on December 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
Reply Idea Deals Workflows
109 upvotes
23 Replies
DGonzalez08
Participant
October 13, 2022
This would be really useful, as my company has several different pipelines (one for sales, one for installations, one for logistics, etc.) and they h...read more
JorieMunroe on July 11, 2021
How often do you clean your contacts database?
We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more
Reply Discussion
206 upvotes
1600 Replies
DGonzalez08
Participant
July 03, 2022
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