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ADaniels1
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Member since ‎Nov 24, 2022
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Anne Daniels

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ADaniels1 on August 11, 2023
Assigning deals to more than just one pipeline
One of our customers is in the advertising business. He publishes 4 editions of a lifestyle magazine per year and has created 4 pipelines in HubSpot for this (1 per quarter). He records the acquisition of advertisers via the deals. It can happen th read more
Reply Idea Deals
1 upvote
1 Reply
AbMZ on May 30, 2023
Annual and monthly components in a quote
Hi all. I would appreciate help in creating a new quote that includes an annual payment and a monthly payment. I would like to create a quote that includes an annual price and a monthly price consisting of the price of the product multiplied by the read more
Reply Idea Products and Quotes Sales Documents
1 upvote
1 Reply
ADaniels1
Member
June 06, 2023
Hi, we have encountered exactly the same problem with one of our clients. The challenge is that the system is able to distinguish between annual and ...read more
ADaniels1 on February 02, 2023
color options for funnel reports
We would appreciate if there would also be the possibility to use the color options in funnel reports. Currently HubSpot does only allow a default color setting for funnel reports and does not allow to change the color for funnel reports. As we do h read more
Reply Idea Dashboards & Reports
6 upvotes
1 Reply
ADaniels1 on January 17, 2023
Option to mark a user account as "education/training user"
It would be quite helpful if there would be a possibility to mark a user as "education/training user". This option should allow the super admin to delete all personal settings and reset all user activities in HubSpot for such a user account. Used read more
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
JDunn10 on November 22, 2022
Be Able to Edit the Menu
It would be great to be able to customize what is shown on the menu. If we dont use Marketing or Service, the function to disable this entirely is needed.
Reply Idea Dashboards & Reports Workflows
3 upvotes
1 Reply
ADaniels1
Member
December 01, 2022
We would also highly appreciate the possibility to hide parts of the menu bar based on individual needs. As we are partner we would like to stear the...read more
bradytraeder on November 19, 2019
Editing the column width and customizing in deals board view
Being able to adjust the column width in the deals board view will help allow us to see what we want to see based on each deal stage, much like how you can customize in companies the size of each property. A full screen mode for the deals board that read more
Reply Idea Deals
44 upvotes
21 Replies
ADaniels1
Member
December 01, 2022
Would be very important to even hide certain columns of a pipeline in deals board view as we would not need to see the entries in "finished won/lost"...read more
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