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zbelcher
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Member since ‎May 3, 2017
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Zack Belcher

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DCL on May 15, 2017
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
195 upvotes
75 Replies
Contributor
December 19, 2019
You can do this via the workflow tool. I was previously doing it via the API, but its actually pretty easy to clone a deal (for ex. create a "duplic...read more
AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1359 upvotes
443 Replies
Contributor
June 04, 2019
I agree. I previous had Zoho CRM and they had a "views" dropdown option that allowed you to see different fields on a given deal depending on what v...read more
waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
305 upvotes
83 Replies
Contributor
August 23, 2018
Yes, an update would be very much appreciated. Also - the ability to customize quotes (product line items, discounts, terms, and conditions) ...read more
Solved
zbelcher on March 28, 2018
This hubspot blog post does it, and I've noticed lots of others doing it as well nowadays. I'd also like to apply to the same concept to a form on a landing page (the form stays beside of the landing page content as the user scrolls through the m read more
0 upvote
2 Replies
Contributor
March 28, 2018
Thanks!! I'll give these a shot.
Solved
zbelcher on March 28, 2018
This hubspot blog post does it, and I've noticed lots of others doing it as well nowadays. I'd also like to apply to the same concept to a form on a landing page (the form stays beside of the landing page content as the user scrolls through the m read more
0 upvote
2 Replies
Contributor
March 28, 2018
Thanks!! I'll give these a shot.
Frank on January 24, 2017
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
445 upvotes
154 Replies
Contributor
February 09, 2018
Any updates Hubspot team??
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