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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
168 upvotes
68 Replies
Member
May 27, 2022
Adding my name to this as well. This would be a really really useful feature and save hours
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
1342 upvotes
442 Replies
Member
April 04, 2022
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
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
Participant
December 14, 2018
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...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
416 upvotes
147 Replies
Participant
June 14, 2022
Is there a way to filter workflow triggers by "marketing email" sent "within last XX days"? Or can you only filter by a set date range (Ie. Marketing...read more
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