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Steve0
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Member since ‎Dec 6, 2022
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Stephen Armitage

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Steve0 on September 04, 2023
Create HubSpot Tickets from Jira Issues & keep contacts aligned.
Our support and product team live in Jira, though we want visibility of all contact and company interactions in HubSpot. The current integration only allows HubSpot to create Issues in Jira, not receive Issues in HubSpot and create tickets. We read more
Reply Idea Integrations Tickets
0 upvote
0 Reply
RT_Maxwell on August 16, 2023
Deal Insights Beta - Improvements needed
With the rollout of Deal Insights, I have some requests based on immediate feedback. The ability to control the show or hide of insights from the admin level. What if I don't want my users to have that? What if I only want some users to have it read more
Reply Idea Deals
2 upvotes
4 Replies
Steve0
Participant
August 30, 2023
Agree. Our key issues 1. Add custom properties to the list (number of deals, total deal value, annual revenue) 2. Enable the functionality on custom ...read more
KBoehmer on August 24, 2023
Deals insights should be added to all Deal Views
I love the new Deals Insights - I would like those same insights to be available in the other Deal Views as well. Not just the default view. This would allow for easy understanding of the stats in the views that are important to me - such as quickly read more
Reply Idea Deals
8 upvotes
3 Replies
Steve0
Participant
August 30, 2023
Can this be consolidated with this idea which has a broader list https://community.hubspot.com/t5/HubSpot-Ideas/Deal-Insights-Beta-Improvements-need...read more
hellokyliep on August 01, 2023
Beta - Show Insights in Deals
Not sure where to post this. Just saw the 'Show Insights' Beta summary tab in Deals. Could potentially be useful information. However, the fact that it only shows default company currency makes it useless for any member of my team. I can now, thankf read more
Reply Idea Sales Reporting
4 upvotes
3 Replies
Steve0
Participant
August 30, 2023
Can this be consolidated with https://community.hubspot.com/t5/HubSpot-Ideas/Deal-Insights-Beta-Improvements-needed/idi-p/835474 which is a broader...read more
Steve0 on July 28, 2023
Create invoices and subscriptions without online payments
HubSpot only enables payment functionality for US companies. I would like to be able to create an order/invoice from a quote with manual payments. Payments would be managed offline and acknowledged in HubSpot. We are also missing the su read more
Reply Idea Payments
0 upvote
0 Reply
Steve0 on July 19, 2023
Deal Tags for related objects (line items, collaborators, companies)
Who: Anyone who needs to show that related objects are not correctly setup for a deal or there is a competitor threat Goal: Ensure the correct information is setup on a deal and it's related properties Value: Ensure the correct information is asso read more
Reply Idea Deals
1 upvote
0 Reply
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