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joelpacheco
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Member since ‎Feb 6, 2020
  • solutions
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  • Replies
    1
  • Upvotes Given
    15
  • Upvotes Received
    12
  • Ideas
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Joel Pacheco

Helping people connect networks. Sales, Marketing, and Products (aka Revenue) for MDC Data Centers.

Activity

BenWestie on July 24, 2020
It would be great to have the ability to tag an entire team within a note on a conversation or ticket. We have several people in our support team, a minimum of 1 person is covering tickets at all times, but we don't always know who this is, the abi read more
88 upvotes
42 Replies
Participant
September 08, 2022
Absolutely. I want my team to stay in the loop and have to tag each one of them every time. Please!
shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
234 upvotes
109 Replies
Participant
January 31, 2022
Upvoting. My sales team is still using the old painful quoting software because Hubspot can't do this fundamental/easy/simple action. Come on!
Solved
ABolin on March 18, 2021
We're a commercial general contractor with a linear sales cycle, however, three teams are involved in progressing the deal. Sales bring the opportunities in, preconstruction bids the work and operations are responsible for closing out the win or los read more
0 upvote
2 Replies
Participant
March 19, 2021
Hi, @ABolin I would stay away from creating separate pipelines for this and focus on understanding the problem to solve. Based on the goals yo...read more
joelpacheco on February 19, 2021
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t read more
11 upvotes
4 Replies
Participant
February 22, 2021
Hi, Karsten - Thanks for your suggestion. I would not consider this a solution. Why? It fails to scale and would clutter the properties. Links ca...read more
joelpacheco on February 19, 2021
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t read more
11 upvotes
4 Replies
Participant
February 22, 2021
Hi, Karsten - Thanks for your suggestion. I would not consider this a solution. Why? It fails to scale and would clutter the properties. Links ca...read more
shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
234 upvotes
109 Replies
Participant
January 31, 2022
Upvoting. My sales team is still using the old painful quoting software because Hubspot can't do this fundamental/easy/simple action. Come on!
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