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JasonTisdall
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Member since ‎May 8, 2017
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  • Upvotes Given
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  • Upvotes Received
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JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
94 upvotes
62 Replies
JasonTisdall
Participant
April 05, 2023
I too am looking into alternatives. They just do not listen.
JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
94 upvotes
62 Replies
JasonTisdall
Participant
April 05, 2023
I too am looking into alternatives. They just do not listen.
JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
94 upvotes
62 Replies
JasonTisdall
Participant
April 05, 2023
I too am looking into alternatives. They just do not listen.
esundance on May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Reply Idea
211 upvotes
91 Replies
JasonTisdall
Participant
February 22, 2022
Thanks for the pointer. I'll give it a try.
esundance on May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Reply Idea
211 upvotes
91 Replies
JasonTisdall
Participant
February 22, 2022
Thanks for the pointer. I'll give it a try.
mfoldager on August 26, 2020
Granular Workflow Permissions
It should be possible to give different levels of access to Workflows. I would like to be able to give my reps access to view workflows, but not edit them. Some reps I would want to give edit access, but not access to run them. My ideal scen read more
Reply Idea Users & Teams & Permissions Workflows
19 upvotes
6 Replies
JasonTisdall
Participant
February 01, 2021
We actually need greater granularity than is covered in the point above. The key thing missing is we need to separate the ability to create/edit work...read more
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