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jims
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Mitglied seit ‎Jun 19, 2019
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Jim Schreitmueller

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Aktivität

Arne on 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 Beitrag ansehen
Antworten Idee Tasks
21 Likes
4 Antworten
jims
Teilnehmer/-in
August 28, 2019
This would be SO HELPFUL to have for managing quotes, proposals and other high priority items.
GailNYC on Juli 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 Beitrag ansehen
Antworten Idee Activity Feed
47 Likes
137 Antworten
jims
Teilnehmer/-in
August 16, 2019
In the absence of tracking location (which is understandable), can Hubspot AT LEAST distinguish between the following? 1. OPENED BY RECIPIENT 2...Beitrag ansehen
AlexHodgson on April 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 Beitrag ansehen
Antworten Idee Products & Quotes
139 Likes
63 Antworten
jims
Teilnehmer/-in
Juli 02, 2019
YES!
CCIlumia on Juni 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Antworten Idee Products & Quotes
866 Likes
432 Antworten
jims
Teilnehmer/-in
Juni 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...Beitrag ansehen
Gelöst
SebastianK on März 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?
Antworten Diskussion
1 Likes
14 Antworten
jims
Teilnehmer/-in
Juni 19, 2019
Insightly CRM handles this REALLY well.
bcook on September 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 Beitrag ansehen
Antworten Idee Products & Quotes
170 Likes
65 Antworten
jims
Teilnehmer/-in
Juni 19, 2019
Product catalogs – Enable prerequisites and dependencies between products. This would enable sales people to select one product and automatically pr...Beitrag ansehen
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