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CDouglas4
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AliAnsari on Setembro 03, 2022
Conditional Properties
Hello, It would be nice to have conditional properties based on other field values. for example, I have created a dropdown for closed lost reason property and have the below options: reason 1 reason 2 reason 3 Other I want to have an Leia mais
Responder Idéia Deals Properties
0 avaliações positivas
1 Respostas
CDouglas4
Membro
Novembro 08, 2022
Hey Ali - a similar thread was started a while ago here. It may be worth upvoting / adding your thoughts. Regardless, I completely agree with you...Leia mais
SamuelBanks on Maio 18, 2022
Conditional Field Dropdown Values
Hey HubSpot, We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B" What we're looking to achieve is, "If Field A's Value i Leia mais
Responder Idéia Forms Properties
63 avaliações positivas
15 Respostas
CDouglas4
Membro
Novembro 08, 2022
I back required pipeline properties! ^ We have a range of products that need different properties. For example, one of our products needs 8 differen...Leia mais
DAhmed1 on Novembro 06, 2022
Call Recording Recent Change
The recent change for Call Recording isn't well thought out. Previously we had the option of choosing when we wished to record a call by pressing the red button as required. The most recent change doesn't suit all business models as it either w Leia mais
Responder Idéia Conversations
6 avaliações positivas
8 Respostas
CDouglas4
Membro
Novembro 08, 2022
Haven't noticed the change as we haven't been recording historically but glad I came across this thread while looking into the use case for our busin...Leia mais
CDouglas4 on Novembro 08, 2022
Take into account term times on line items / quotes when calculating MRR
Currently within Line Items & quotes, we have the ability to set terms and custom billing start dates, however, when we do so the calculation to monthly subtotal and MRR compounds the line items regardless of billing start date. With Leia mais
Responder Idéia Products and Quotes
0 avaliações positivas
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lalexander on Novembro 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Leia mais
Responder Idéia Deals Products & Quotes Workflows
621 avaliações positivas
176 Respostas
CDouglas4
Membro
Novembro 02, 2022
@EGolborne we're chasing the same solution as SamB1 with copying line items from one deal to another on automatic creation. Great to see the initia...Leia mais
JMaylandOlsen on Abril 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Leia mais
Responder Idéia Sales Reporting
127 avaliações positivas
37 Respostas
CDouglas4
Membro
Setembro 14, 2022
I second this - our top level leadership teams don't need micro-date, they need to see that a team is achieving or missing their goals and it is a ru...Leia mais
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