hellowinter

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Upvotes Given
33
Upvotes Received
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Activity

JaclynSchmitz on April 09, 2021

Ability to filter quotes by deal pipeline

It would be helpful if you could filter/sort quotes from the master list by deal pipeline to quickly find quotes relevant to a particular product/service offering.

Reply Idea Products and Quotes

2 upvotes

1 Reply

hellowinter

Participant

April 08, 2022

Seconding this! We would love this feature as well. It would be really useful to our sales manager.

tom569039875678 on September 23, 2020

Allow users to be 'primary team member' of more than one team

Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more

Reply Idea Users & Teams & Permissions

187 upvotes

42 Replies

hellowinter

Participant

March 15, 2022

This function is vital to our business. We have team members that work in sales of multiple but separate product lines. They need access to the tasks...read more

hellowinter on February 21, 2022

Allow reenrollment in workflows based on notes

Currently, you are able to enroll contacts into a workflow based on notes (ex: if Call notes contains any of Voicemail). However, if a contact is enrolled into this workflow, they can't be re-enrolled based on criteria left in a Note. read more

Reply Idea Workflows

0 upvote

0 Reply

Kim_GP on July 24, 2017

Customize the close date in deals

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more

Reply Idea Deals

334 upvotes

140 Replies

hellowinter

Participant

February 09, 2022

We need this function too. PLEASE consider adding this to development. This causes internal frustration as less than 30 days it not even remotely a r...read more

hellowinter on October 05, 2020

Products Folders Needs Subfolders

Hi, Hope everyone is staying safe and well. It would be advised that the product team adds a feature to the Products Library that allows for folders within folders. This will make it easier for us to sort our products more specifically and have read more

Reply Idea Products and Quotes

76 upvotes

22 Replies

hellowinter

Participant

February 04, 2022

Hi there, What is the status update on this, if any? Is HubSpot looking into adding subfolders? This is urgently needed at our organization to b...read more

JorieMunroe on January 26, 2021

New to the HubSpot Marketing Study Group? Introduce yourself here ‌⬇️‌

Marketing is about making connections — with your audience and with each other. With that in mind, say hi and tell us a little bit about yourself. Here's some questions you can use for inspiration: What's your current role? read more

Reply Discussion

76 upvotes

1147 Replies

hellowinter

Participant

January 26, 2022

Hi, Rose! Welcome!

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