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lgancarz
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Membre depuis ‎janv. 23, 2019
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SteveJenns le Mars 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 Lire la suite
Répondre Idée Contacts & Companies
1041 Mentions J'aime
312 Réponses
lgancarz
Membre
Septembre 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...Lire la suite
SteveJenns le Mars 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 Lire la suite
Répondre Idée Contacts & Companies
1041 Mentions J'aime
312 Réponses
lgancarz
Membre
Septembre 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...Lire la suite
lgancarz le Août 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 Lire la suite
Répondre Idée Marketing Reporting
4 Mentions J'aime
2 Réponses
cfleishman le Août 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 Lire la suite
Répondre Idée Deals
1822 Mentions J'aime
559 Réponses
lgancarz
Membre
Avril 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...Lire la suite
Rangrachel le Juin 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 Lire la suite
Répondre Idée Products and Quotes
132 Mentions J'aime
64 Réponses
lgancarz
Membre
Mars 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...Lire la suite
keithbt le Juillet 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 Lire la suite
Répondre Idée Deals
20 Mentions J'aime
7 Réponses
lgancarz
Membre
Janvier 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...Lire la suite
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