There should be a way to create folders that you can put quotes into, rather than just filtering by created, signed, etc. Especially if you have a quote that needs to be updated. Often we have to create a new quote, so it would be good if there was a way to put the old quote in an archive folder. It just seems like it would make the quotes more managable, especially as they build up year to year.
Agreed! I would like to create folders per customer and manufacturer for our company. This would make the training process within our organization streamlined. The amount of time it will take to look up based on the current structure will result in errors no doubt in my mind. EVERYTHING is in one bucket and that bucket will be very full and messy sooner than later.
@BBasca@RJordan5 I fully agree with the need for the creation of folders in the quote section. A client of our agency is looking for the same needs. Does not seem too complex for HubSpot to incorporate this function.
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