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lgancarz
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Member since ‎Jan 23, 2019
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  • Upvotes Given
    9
  • Upvotes Received
    17
  • Ideas
    4

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Lauren Gancarz

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Activity

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
0 upvote
0 Reply
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
1554 upvotes
485 Replies
MBarton
Participant
September 21, 2022
This is a major time-suck for my team. They receive deals that have multiple sites that are all exactly the same. Deal cloning is a vital and core fe...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
49 upvotes
30 Replies
cjl2016
Member
July 20, 2022
Definitely upvoting this -- it would be great to have this functionality!
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
keithbt
Member
July 27, 2022
If you ask Hubspot to make a manual change they can do this to force goals to align with whatever financial year you have. I have this in place and n...read more
Rangrachel on June 26, 2021
Create yearly sales goals
At the moment, we can only create monthly, quarterly goals. If we have a yearly goal for the team, we'd need to break it down by 12 months/quarter. It'll be great if we have the capability to report a yearly goal.
Reply Idea Analytics Tools
1 upvote
3 Replies
RWeber
Participant
July 27, 2022
Totally agree, please include this feature ASAP. Many thanks
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
883 upvotes
246 Replies
azalaquett
Contributor
August 31, 2022
It should be available across every Hubspot Object Record view! How is this not available yet 🤔 Yes, please! We are migrating from SFDC right now...read more
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