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afasnacht
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Member since ‎Apr 21, 2017
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Annelise Fasnacht

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Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
347 upvotes
141 Replies
afasnacht
Member
September 21, 2020
Do we have an ETA on this? We need to be able to show different default ticket/deal properties based on a specific pipeline.
afasnacht on August 14, 2020
Make Gross Profit Goal Available
Right now you can only create a revenue goal but not a goal around gross profit. As a reseller sales organization we measure our reps agaisnt gross profit this is not uncommmon for many other industries.
Reply Idea Deals Sales Reporting
16 upvotes
3 Replies
afasnacht on August 14, 2020
Team Goal Attainment breakdown
We are a sales oganization with teams of reps with each member having a different revenue goal set up in HubSpot. It would be ideal to be able to create a report that dipicts each individual's goal and where he/she is at against that goal in a singl read more
Reply Idea Sales Reporting
0 upvote
0 Reply
afasnacht on April 21, 2017
Privacy for Sales Documents
There needs to be a privacy setting similar to templates for sales documents in the CRM (e.g., "Shared" or "Private". Reason: the sales reps should be able to attach a quote/pricing to their emails and not have other reps be able to see this.
Reply Idea Sales Documents
22 upvotes
10 Replies
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