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mfoldager
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Member since ‎Apr 7, 2020
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Magnus Foldager

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mfoldager on February 26, 2023
An overview of workflows using specific Secrets
We recently had to clean up all our workflows using our API key. The API key was always stored in a Secret, but there was no easy way to see which workflows use a certain Secret. My suggestion; in the Secrets overview, include an option to see w read more
Reply Idea Workflows
0 upvote
0 Reply
MEkarna on August 22, 2022
Hide payment option from Quote templets
I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.
Reply Idea Payments
12 upvotes
4 Replies
mfoldager
Member
December 07, 2022
Very much agree. Our billing structure is too complex to be supported in HubSpot, and it confuses our reps.
mfoldager on November 30, 2022
Add permission granularity to prevent users from editing line items on both deal and quote
We use workflows and automation to set the line items for deals and carry them over to quotes without our reps having to modify them. We would like to be able to lock down the line items, so they are not able to modify them at all themselves.
Reply Idea Products and Quotes
0 upvote
0 Reply
mfoldager on November 18, 2022
Stop showing admin-relevant notices to non-admins
On a recurring basis, our users are flashed with a huge yellow or red bar that takes up ~10-20% of the HubSpot interface on desktop, and sometimes almost the entire screen on mobile - and we are yet to see one that is relevant for them. Most rec read more
Reply Idea User Notifications
0 upvote
0 Reply
mfoldager on November 15, 2022
Add support for reviewing quotes from the mobile app
Many of our leaders that would normally approve quotes are often in situations where they can quickly review a quote on the phone, but won't be able to review it on a computer for a while. It would be ideal if they could review and approve quote read more
Reply Idea Mobile Applications
0 upvote
0 Reply
mfoldager on August 26, 2022
Task Queues - Super Admin Overview and Assign Teams
Hello It would be immensely useful to be able to assign teams to task queues instead of individual users - especially as your Sales organisation grows. Also, a central task queue overview for Super Admins where everything is visible - even if th read more
Reply Idea Tasks
3 upvotes
1 Reply
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