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teamgi
Participant | Diamond Partner
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Participant | Diamond Partner
Member since ‎Mar 14, 2019
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  • Upvotes Given
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  • Upvotes Received
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NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
30 upvotes
9 Replies
teamgi
Participant | Diamond Partner
November 02, 2022
I agree this is very much needed - there's a similar idea submitted with more upvotes here as well: https://community.hubspot.com/t5/HubSpot-Ideas/Q...read more
teamgi on August 10, 2022
Set product pricing rules: minimum & maximum
We need the ability to set a minimum and maximum allowed price on products. This shows the sales team how much flexibility they have when trying to close a deal and knowing what they are allowed to offer.
Reply Idea Products and Quotes
1 upvote
0 Reply
teamgi on July 13, 2022
Copy a contact property to the LATEST deal instead of to ALL deals.
I want the ability to copy properties across objects based on when the association was created - copy a contact property to the LATEST associated deal instead of to ALL deals.
Reply Idea Deals Properties
0 upvote
0 Reply
taasted on July 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
Reply Idea Workflows
30 upvotes
10 Replies
teamgi
Participant | Diamond Partner
November 03, 2021
It sounds like what you need to do is a workflow that updates the deal owner once it gets moved to a won stage. Then the right owner can be notified ...read more
teamgi on October 27, 2021
A Blocking and Approval Process to Prevent Marketing Contact Tier Increases
While HubSpot has a few notices to notify if your account is getting close to the marketing contact limit, there is nothing in place to prevent the increase. For example, if a workflow is created that increases the number of marketing contacts read more
Reply Idea Marketing Emails User Notifications Workflows
2 upvotes
1 Reply
MichiEck on May 30, 2018
Date of Birth and Age
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date read more
Reply Idea Contacts & Companies
77 upvotes
31 Replies
teamgi
Participant | Diamond Partner
September 07, 2021
I found a workaround for this using calculated properties. First, create a property for "today's date" found here: https://community.hubspot.c...read more
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