simon_toussaint

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Simon Toussaint

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GMoore en Julio 20, 2021

Contact Pipeline

Deal pipelines are great, but what about contact pipelines. Currently, we have to open a contact, mark specific fields one by one, and then build filters or lists in our contact pages. For less "sales deal" opportunities (IE. referral, evangelist, Leer más

Responder Idea Contacts & Companies

12 Me gusta

5 Respuestas

simon_toussaint

Miembro | Partner nivel Diamond

Septiembre 20, 2022

Contact pipeline would help solve a frequent issue where HubSpot users are using deal without using / not using correctly the contact object. It's of...Leer más

AbbyDavey en Marzo 05, 2020

Manually change quote status

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.

Responder Idea Products & Quotes

164 Me gusta

57 Respuestas

simon_toussaint

Miembro | Partner nivel Diamond

Abril 30, 2021

This is indeed a problem when clients are using a mix between e-signature and manual signature, or no e-signature at all. More specifically, we canno...Leer más

KeeganSmith87 en Abril 23, 2020

Reporting feature should offer percentages

We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi Leer más

Responder Idea Marketing Reporting Sales Reporting

232 Me gusta

67 Respuestas

simon_toussaint

Miembro | Partner nivel Diamond

Abril 23, 2021

While piecharts or other means of displaying data can be used as a workaround it's a feature often requested.

NilsK en Enero 02, 2020

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Responder Idea Products & Quotes

502 Me gusta

182 Respuestas

simon_toussaint

Miembro | Partner nivel Diamond

Marzo 31, 2021

It seems pretty simple, but not having taxes at a product level can cause a lot of problems when using HubSpot products / quotes. While I'm are aware...Leer más

mpatino en Noviembre 17, 2020

Custom property of type 'related object'.

While is it possible to add a many contacts, companies to a Deal and vice a versa, it is sometimes neccasary to create a field of that type that stays on the record itself. If I have a source for a deal, I need to associate that person with the deal Leer más

Responder Idea Deals

5 Me gusta

2 Respuestas

simon_toussaint

Miembro | Partner nivel Diamond

Enero 14, 2021

The need behind that is to be able to build a "relationship field", like in SalesForce. I think it's something important and I saw many times needs f...Leer más

simon_toussaint en Enero 14, 2021

Support multicurrency for deals coming from salesforce

Actually when deals are imported from SFDC, if we have multiple currencies managed in SFDC, it's imported with default currency in HubSpot. Ex. a deal of 100k USD in SFDC, will be imported in HubSpot has 100k EUR deal if the currency by default is Leer más

Responder Idea Admin Deals Integrations

34 Me gusta

14 Respuestas

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