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 Comentarios
nthatcher-airbr
Colaborador

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

davidski
Miembro

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

JFaro
Miembro

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
Participante

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

CUrsu1
Colaborador | Partner nivel Elite

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

GNewson
Miembro

complete agree this is needed

Niallp7
Participante | Partner nivel Diamond

Yes, I agree this should added by default!