Profile

SteveA1
Member
Member since ‎Nov 8, 2019
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    8
  • Upvotes Received
    14
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Steve Askew

This user hasn't created a bio yet. Edit your own profile here!

Activity

jeremypyles on October 17, 2017
Need some kind of permissions to see Dashboard or hide from certain users
Any Hubspot CRM (Sales) user can see all dashboards! YIKES. It is scary to me that any CRM user can view anyone else's dashboard in Hubspot Sales. This has huge privacy issues with lower-level users being able to see my Dashboard and all sales read more
Reply Idea
82 upvotes
49 Replies
SteveA1
Member
August 30, 2023
Agreed. Need this ability to determine who can view a dashboard. "Private" (to me) vs "public" at the very least.
SteveA1 on May 30, 2023
Add timestamp and click to source for attachments
It would be great in the sidebar Attachments widget if a timestamp of when the file was attached could be displayed and an option for opening the original note or email record where it was attached and ingested. Right now, they just exist in the et read more
Reply Idea Contacts & Companies Deals
3 upvotes
1 Reply
mandou13 on February 16, 2022
Quote Templates (including line items)
Hello, What do you think about adding the option to create "quote templates" that include line items . Case study I have different brands, and different equipment quotes per brand (with more than 30 items inside with different quantiti read more
Reply Idea Products and Quotes
40 upvotes
15 Replies
SteveA1
Member
December 19, 2022
Completely agree. A major miss for this feature causing a lot of wasted time to regenerate the same quote over and over.
adasp on January 24, 2022
Removing "Edit Signature" option from email compositions after creating/ deleting an email signature
Currently, when you create an "Email Signature" whether, through Simple Form or HTML, everything works great and your email signature sits nicely within general support emails and (or) market email templates. The problem here is after you delete y read more
Reply Idea Conversations
3 upvotes
4 Replies
SteveA1
Member
December 01, 2022
This is so frustrating that I can't remove the signature!! Big miss in my opinion. Please add this capability!!
sgriggs63 on May 04, 2020
Ability to Clone a Product
Creating Products within the Portal and needing to switch between Monthly and Annual Billing. Created the Products for Monthly and would like the ability to Clone that Monthly Product and modify the Identifier to Annually without having to build al read more
Reply Idea Products & Quotes
25 upvotes
14 Replies
SteveA1
Member
November 28, 2022
Such a basic feature miss. Also the ability to "kit" multiple products into a bundle referencing the "master" product record.
AWaligorska on December 01, 2021
Ability to hide teams/team members in the Forecast table
It would be very useful if in the Forecast feature we would be able to "hide" some of the teams or team members. E.g. we have the whole markeitng team under Forecast even though at the moment this overview is not needed - so it just makes it messy read more
Reply Idea Deals Sales Reporting
35 upvotes
16 Replies
SteveA1
Member
November 17, 2022
Very odd to have to show teams and users that have nothing to do with sales and forecasting. Add this under Team or User management, opt in t...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.