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davidw803
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Member since ‎Sep 21, 2018
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Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
140 Replies
davidw803
Member
January 19, 2022
@LMichael same. Our cycle is roughly 30 days so I would like the close date to be +30 from create date instead of the end of the month.
davidw803 on January 07, 2022
Deal Filters for Associated Contacts and Companies
When I have a deal that needs a contract, I need to check to see if a Contact and a Company are associated. If not I will throw a warning with the task tool to my sales reps. Is there not a simple "Yes" or "No" Hubspot property that could be used fo read more
Reply Idea Deals Workflows
3 upvotes
2 Replies
toricook on September 11, 2019
Workflow Action and Trigger - Associate Company or Contact
Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal. Use case: I have a deal associated with a contact from Company A. I'd like the ability to automatically assoc read more
Reply Idea Contacts & Companies Deals Workflows
23 upvotes
8 Replies
davidw803
Member
January 07, 2022
It's 2022, where is this? I should at least be able to identify if a company or contact is associated with a deal with the filters....
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
140 Replies
davidw803
Member
January 19, 2022
@LMichael same. Our cycle is roughly 30 days so I would like the close date to be +30 from create date instead of the end of the month.
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
140 Replies
davidw803
Member
January 19, 2022
@LMichael same. Our cycle is roughly 30 days so I would like the close date to be +30 from create date instead of the end of the month.
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
140 Replies
davidw803
Member
January 19, 2022
@LMichael same. Our cycle is roughly 30 days so I would like the close date to be +30 from create date instead of the end of the month.
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