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bcook
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Miembro desde ‎sep 20, 2018
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Brandon Cook

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crovalino en Marzo 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 Leer más
Responder Idea Sales Reporting
28 Me gusta
8 Respuestas
bcook
Participante
Octubre 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...Leer más
romi en May 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 Leer más
Responder Idea Products & Quotes
50 Me gusta
12 Respuestas
bcook
Participante
Octubre 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...Leer más
JD1 en May 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: Leer más
Responder Idea Products & Quotes
171 Me gusta
48 Respuestas
bcook
Participante
Octubre 09, 2018
+1 I was surprised when I found out this didn't exist. Way too much room for error.
bcook en Septiembre 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 Leer más
Responder Idea Products & Quotes
224 Me gusta
84 Respuestas
rickm en Julio 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 Leer más
Responder Idea Contacts & Companies
402 Me gusta
165 Respuestas
bcook
Participante
Septiembre 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...Leer más
FranzSauerstein en Noviembre 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 Leer más
Responder Idea Contacts & Companies Deals
206 Me gusta
89 Respuestas
bcook
Participante
Septiembre 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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