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JBooth3
Participant
Membre depuis ‎oct. 17, 2022
  • Solutions
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  • Réponses
    1
  • Mentions J'aime ajoutées
    7
  • Mentions J'aime obtenues
    1
  • Idées
    0

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Jessica Booth

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Activité

DTadd1 le Décembre 07, 2021
Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he Lire la suite
80 Mentions J'aime
18 Réponses
Participant
Août 07, 2023
This is really needed - the ability to do everything with a custom object pipeline that you can with a Deal pipeline - in particular create reports ...Lire la suite
kevmckay le Avril 16, 2019
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d Lire la suite
84 Mentions J'aime
31 Réponses
Participant
Juillet 12, 2023
@hubspot this is really needed for all the reasons mentioned above - most especially for migrating historical data into HS - so we can get rid of o...Lire la suite
FelipeFelix le Février 18, 2021
Hi there! HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have Lire la suite
64 Mentions J'aime
32 Réponses
Participant
Juillet 12, 2023
This is a great idea! - I'm keen to see it in HS. We needed it in particular on the Company record as we use HS to manage our Customers as a Customer...Lire la suite
SFox12 le Avril 01, 2022
We really need the ability to filter by association label outside of creating a list. If a company has more than 5 contacts associated, then currently we have to create a list and filter by company and association label to view the contacts with a s Lire la suite
98 Mentions J'aime
34 Réponses
Participant
Avril 19, 2023
@jconsing Is the research complete? If not I'd love to be involved. We want to be able to use association lables between contacts and deals to...Lire la suite
jbolger90 le Février 03, 2022
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E Lire la suite
122 Mentions J'aime
62 Réponses
Participant
Février 07, 2023
adding a +1 to this - it causes so much pain for the sales team and by extension me! 😉
eliot_martin le Avril 12, 2022
I am struggling with conflicts between what is shown on a quote and the ARR/TCC values populated on the deal. Here is the scenario... I have a service that I want to sell as 3-year subscription, billed on each year so have created the following Lire la suite
8 Mentions J'aime
8 Réponses
Participant
Novembre 09, 2022
The ability to add the personalised token in the line item section would help imensley then we could call it what we want and choose which field from...Lire la suite
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