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KLio
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Member since ‎May 24, 2019
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Katie Lio

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Activity

jnormand on October 08, 2020
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m read more
121 upvotes
56 Replies
Member
May 09, 2022
@ethankopit What needs to happen to get something like this on the list to look at? It is causing multiple issues and we are to a point where uppe...read more
bencefarkas on March 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
93 upvotes
30 Replies
Member | Platinum Partner
May 26, 2022
+1 ... Extremely valuable feature needed in the HubSpot portal. And like others have said, will help massively with reporting.
GBcutler on February 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
63 upvotes
19 Replies
Member
May 25, 2022
Customer Support Specialist replying on behalf of a customer. This is a great idea and would add heaps of value for our Sales & Service Hub Custo...read more
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
1509 upvotes
473 Replies
Member
May 27, 2022
@ybaptiste The recommended workflow does clone the product line items or notes or any other object, just copy deal to deal properties which is a...read more
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
1509 upvotes
473 Replies
Member
May 27, 2022
@ybaptiste The recommended workflow does clone the product line items or notes or any other object, just copy deal to deal properties which is a...read more
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
1509 upvotes
473 Replies
Member
May 27, 2022
@ybaptiste The recommended workflow does clone the product line items or notes or any other object, just copy deal to deal properties which is a...read more
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