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JeannieN
HubSpot Product Team
HubSpot Product Team
Member since ‎Jul 27, 2022
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Jeannie Nguyen

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kakaufman on April 27, 2021
Lock deal properties at specific stage
Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
Reply Idea Deals
94 upvotes
31 Replies
JeannieN
HubSpot Product Team
April 10, 2024
Hi everyone! I'm happy to share that we've recently released enhancements to this feature, to provide you with added flexibility. Now, when you...read more
nbatta_coquette on January 11, 2018
Deleting deals
Hi, This is with regards to HubSpot sales CRM. Imagine what would happen if sales people start deleting deals when they can't convert? After all, who wants to close deals as lost? Who wants to accept the loss, especially sales people? The g read more
Reply Idea Deals
42 upvotes
20 Replies
JeannieN
HubSpot Product Team
March 13, 2024
Hi all, I'm curious--have you considered setting the CRM permissions to prevent users from deleting objects? For example, if you want to preve...read more
DCL on May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
Reply Idea Deals
252 upvotes
97 Replies
JeannieN
HubSpot Product Team
March 12, 2024
Hi all, thanks for sharing your feedback. I'm seeing two different requests in the comments: Ability to clone a pipeline Ability to clone a rec...read more
PeterP on June 21, 2019
Set Goals in Multiple Currencies
Love the new currencies feature in HubSpot, however it needs to be extended to allow goal setting by currency. We have sales folks in different countries, it doesn't work well to set goals in the company's home currency. Please ensure that you'v read more
Reply Idea Sales Reporting
80 upvotes
22 Replies
JeannieN
HubSpot Product Team
February 08, 2024
Hi @LHedegaard0 , thanks for sharing. Unfortunately, I'm not in a position to share timelines, especially for product areas that I don't own. Overal...read more
PeterP on June 21, 2019
Set Goals in Multiple Currencies
Love the new currencies feature in HubSpot, however it needs to be extended to allow goal setting by currency. We have sales folks in different countries, it doesn't work well to set goals in the company's home currency. Please ensure that you'v read more
Reply Idea Sales Reporting
80 upvotes
22 Replies
JeannieN
HubSpot Product Team
February 08, 2024
Hi @LHedegaard0 , thanks for sharing. Unfortunately, I'm not in a position to share timelines, especially for product areas that I don't own. Overal...read more
03874 on February 05, 2024
next step on cards in deal board
We'd really love to see next step (the default hubspot property) displayed on the deal kanban/board cards. It's shown in the forcasting tool on those cards, please give us the option to include it on the deal board. Thanks!
Reply Idea Deals
0 upvote
1 Reply
JeannieN
HubSpot Product Team
February 05, 2024
Hi @03874 , thanks for posting. There is an existing feature that allows admin to customize up to 4 properties to show on the board card. Here's th...read more
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