lgancarz

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Lauren Gancarz

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Activity

SteveJenns on March 06, 2017

Field Dependencies for Contact Properties

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more

Reply Idea Contacts & Companies

1041 upvotes

312 Replies

lgancarz

Member

September 28, 2023

I second the comment above. Our need for this stems to date picker fields, which is not available in this public beta. We need reps to be forced to u...read more

SteveJenns on March 06, 2017

Field Dependencies for Contact Properties

Reply Idea Contacts & Companies

1041 upvotes

312 Replies

lgancarz

Member

September 28, 2023

I second the comment above. Our need for this stems to date picker fields, which is not available in this public beta. We need reps to be forced to u...read more

lgancarz on August 24, 2022

Include Excel/CSV as an attachment with automated reports

Our team is looking to take advantage of the automated emailing of reports to specific people. While this new feature exists, it's rather clunky in its current state. Our team would prefer that whatever report we automate delivery of, has an option read more

Reply Idea Marketing Reporting

4 upvotes

2 Replies

cfleishman on August 31, 2017

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more

Reply Idea Deals

1823 upvotes

559 Replies

lgancarz

Member

April 05, 2022

We are a SaaS company with yearly renewals, and pricing doesn't often change too much. It would be great to be able to clone deals and just update da...read more

Rangrachel on June 03, 2021

Associate existing quote to a different deal

Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more

Reply Idea Products and Quotes

133 upvotes

64 Replies

lgancarz

Member

March 11, 2022

We also ran into this today where a quote was accidentally associated with the wrong deal. It would be great if we could change the deal the quote is...read more

keithbt on July 16, 2019

Goals - for financial year

There is a fault in Goals within Sales Professional that prevents monthly goals/targets extending beyond the calendar year. Many businesses have financial year that does not align with calendar year (as in my case April to March). In common with man read more

Reply Idea Deals

20 upvotes

7 Replies

lgancarz

Member

January 20, 2022

Our company's fiscal year is April-March. We would like to take advantage of the goals setting in HubSpot, but it doesn't seem to allow us to set goa...read more

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