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bcook
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Mitglied seit ‎Sep 20, 2018
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Brandon Cook

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crovalino on März 31, 2020
Report to see pipeline size per month
There should be a way to show the total pipeline size in a historic month, even if it was created in another time period. For example, a June 2019 pipeline would show pipeline created in June but also relevant deals created in May, April, March an Beitrag ansehen
Antworten Idee Sales Reporting
28 Likes
8 Antworten
bcook
Teilnehmer/-in
Oktober 13, 2021
Is there a way to gain access to this beta if it's not already available to all enterprise users? I have not seen this functionality available yet in...Beitrag ansehen
romi on Mai 16, 2019
Quotes Pricing Templates
Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes. How this would work When adding a quote: Have the option to select from a Quote template Quote text fields are populated from th Beitrag ansehen
Antworten Idee Products & Quotes
50 Likes
12 Antworten
bcook
Teilnehmer/-in
Oktober 13, 2021
Are there any updates on the non-coded version of this? I would still be interested in that route, but would be better if the Admin could make change...Beitrag ansehen
JD1 on Mai 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: Beitrag ansehen
Antworten Idee Products & Quotes
172 Likes
48 Antworten
bcook
Teilnehmer/-in
Oktober 09, 2018
+1 I was surprised when I found out this didn't exist. Way too much room for error.
bcook on September 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once Beitrag ansehen
Antworten Idee Products & Quotes
225 Likes
84 Antworten
rickm on Juli 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi Beitrag ansehen
Antworten Idee Contacts & Companies
402 Likes
165 Antworten
bcook
Teilnehmer/-in
September 20, 2018
Definitely needed! We want to be able to market specifically to the primary contact of each of our companies, so it'd be great to be able to filter f...Beitrag ansehen
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Beitrag ansehen
Antworten Idee Contacts & Companies Deals
206 Likes
89 Antworten
bcook
Teilnehmer/-in
September 20, 2018
Are there any updates on this? Moved to in planning last year, but haven't been able to find an update since then. Thank you!
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