ReneeWoolcott

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Renee Woolcott

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Arne on Junho 17, 2019

Keep quotes accessible after expiration

It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few Leia mais

Responder Idéia Products & Quotes

83 avaliações positivas

35 Respostas

ReneeWoolcott

Participante

Março 13, 2022

We 100% agree that it's important to be able to view a quote once it's expired. Our sales team need to be able to refer back to these.

elizabee on Março 27, 2020

Filtering in Conversation Inbox

I would like more rich filter options in the conversation inbox. Currently, only very simplistic filtering options are available and you cannot save your filters. I would like to use filters for analytics and to make sure that our processes are Leia mais

Responder Idéia Conversations

99 avaliações positivas

38 Respostas

ReneeWoolcott

Participante

Dezembro 05, 2021

We would also love the ability to assign priority to certain companies / contacts so that when they come into the inbox we can measure their service ...Leia mais

ÁMartínez on Julho 15, 2021

Sync project tasks with general tasks module

I would like to have a unique source to manage all the different tasks assigned to me. CONTEXT CASE: Currently, the project's tasks aren't sync with general tasks. Hence, I have no alerts when a task is delayed and, I need to go to two different Leia mais

Responder Idéia Tasks

4 avaliações positivas

1 Respostas

ReneeWoolcott

Participante

Setembro 20, 2021

Yes please, there needs to be the ability to consolidate ALL tasks within HubSpot - Contacts / Deals / Tickets - Projects - Campaigns

ReneeWoolcott on Agosto 18, 2021

Search line items in all quotes and deals

We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them

Responder Idéia Products and Quotes

34 avaliações positivas

12 Respostas

katie_cort on Janeiro 20, 2021

Enable editing for Custom Objects on mobile app

The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r Leia mais

Responder Idéia Custom Objects

82 avaliações positivas

24 Respostas

ReneeWoolcott

Participante

Junho 28, 2021

Yes please - we use custom objects to manage special one off pricing requests (faster than a quote) and also what stands our customers have in their ...Leia mais

claireWorkCast on Fevereiro 25, 2020

Associate products/show product associations on Company/Contact/Ticket records

Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Leia mais

Responder Idéia Products & Quotes

186 avaliações positivas

45 Respostas

ReneeWoolcott

Participante

Maio 17, 2021

Hi @ethankopit - is there any update on including products / line items on tickets? We would really love this ability to be able to track service r...Leia mais

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