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件のコメント
nthatcher-airbr
投稿者

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

davidski
メンバー

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

JFaro
メンバー

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
参加者

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

CUrsu1
投稿者 | Elite Partner

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

GNewson
メンバー

complete agree this is needed

Niallp7
参加者 | Diamond Partner

Yes, I agree this should added by default!