Add a portal-wide setting to set Sender Job Title in 'Your Information' when creating a quote


Currently you can only set a sender job title in the quote you are creating and have to repeat the process each time you create a quote. I suggest having a user set their job title within their HubSpot profile which can pull into each quote they create.

no title displays on quote creation in your information.pngyour information - sender job title - create quote.png

my profile - add job title.png

1 Reply

This is a great idea. I always found it odd that my Job Title wasn't applied globally to all activity