HubSpot Ideas

llegault

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

7 Commentaires
nthatcher-airbr
Contributeur

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

davidski
Membre

Goodness yes. It's odd that this is not a global property associated with a user.

JFaro
Membre

YES. Terrible UI/UX right now. Selecting your info which brings out a pop-over menu is not intuitive. Perhaps an icon next to your name or an "EDIT" link

Kyle_Turner
Participant

Should definitely have a place where an admin can have access to edit these fields.

CUrsu1
Contributeur | Partenaire solutions Elite

Agreed, good idea. User training would be easier as well, send them to update their profile in one place.

GNewson
Membre

complete agree this is needed

Niallp7
Participant | Partenaire solutions Diamond

Yes, I agree this should added by default!