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jims
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Membre depuis ‎juin 19, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Jim Schreitmueller

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Activité

Arne le Mai 12, 2019
Add task status selection and priority to task template
Creating tasks and even working on them keeps their task status at “not started”. Only in board view the status can be set to in progress, waiting or deferred. It’s hard to get all users to always switch to board view just for the status change. We Lire la suite
Répondre Idée Tasks
22 Mentions J'aime
4 Réponses
jims
Participant
Août 28, 2019
This would be SO HELPFUL to have for managing quotes, proposals and other high priority items.
GailNYC le Juillet 24, 2019
No Location on activity feed
I am writing to complain about your new policy (effective in early August 2019) of not showing location with the email opens. I rely on that info to let me know if someone is out of town, or if the email has been forwarded to another person in Lire la suite
Répondre Idée Activity Feed
47 Mentions J'aime
137 Réponses
jims
Participant
Août 16, 2019
In the absence of tracking location (which is understandable), can Hubspot AT LEAST distinguish between the following? 1. OPENED BY RECIPIENT 2...Lire la suite
AlexHodgson le Avril 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q Lire la suite
Répondre Idée Products & Quotes
147 Mentions J'aime
63 Réponses
jims
Participant
Juillet 02, 2019
YES!
CCIlumia le Juin 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Répondre Idée Products & Quotes
875 Mentions J'aime
432 Réponses
jims
Participant
Juin 19, 2019
Thank you! It would be extremely helpful to include documents for e-signature that include Agreements and NDAs that the user could append using thei...Lire la suite
Résolues
SebastianK le Mars 30, 2017
Parent/Child relationships, Company property: Child companies missing
There is a company property called Parent company. Wouldn't it be good to have another proprty that works the other way around, a Child companies?
Répondre Discussion
1 Mention J'aime
14 Réponses
jims
Participant
Juin 19, 2019
Insightly CRM handles this REALLY well.
bcook le Septembre 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once Lire la suite
Répondre Idée Products & Quotes
225 Mentions J'aime
84 Réponses
jims
Participant
Juin 19, 2019
Product catalogs – Enable prerequisites and dependencies between products. This would enable sales people to select one product and automatically pr...Lire la suite
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