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JasonTisdall
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Jason Tisdall

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JasonTisdall en Octubre 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/ Leer más
Responder Idea Deals
94 Me gusta
62 Respuestas
JasonTisdall
Participante
Abril 05, 2023
I too am looking into alternatives. They just do not listen.
JasonTisdall en Octubre 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/ Leer más
Responder Idea Deals
94 Me gusta
62 Respuestas
JasonTisdall
Participante
Abril 05, 2023
I too am looking into alternatives. They just do not listen.
JasonTisdall en Octubre 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/ Leer más
Responder Idea Deals
94 Me gusta
62 Respuestas
JasonTisdall
Participante
Abril 05, 2023
I too am looking into alternatives. They just do not listen.
esundance en 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.
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211 Me gusta
91 Respuestas
JasonTisdall
Participante
Febrero 22, 2022
Thanks for the pointer. I'll give it a try.
esundance en 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.
Responder Idea
211 Me gusta
91 Respuestas
JasonTisdall
Participante
Febrero 22, 2022
Thanks for the pointer. I'll give it a try.
mfoldager en Agosto 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 Leer más
Responder Idea Users & Teams & Permissions Workflows
19 Me gusta
6 Respuestas
JasonTisdall
Participante
Febrero 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...Leer más
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