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lgancarz
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Member since ‎Jan 23, 2019
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  • Upvotes Given
    9
  • Upvotes Received
    27
  • Ideas
    4

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Lauren Gancarz

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SteveJenns on March 06, 2017
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
1034 upvotes
311 Replies
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
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
1034 upvotes
311 Replies
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
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
3 upvotes
2 Replies
cfleishman on August 31, 2017
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
1813 upvotes
556 Replies
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
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
123 upvotes
60 Replies
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
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
20 upvotes
7 Replies
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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