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RandyPeterson
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Member since ‎May 12, 2020
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Randy Peterson

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Activity

LucasM on August 17, 2021
There are many issues/ideas referring to this issue. All of them addressing various components of the same problem. The ability to associate activity to a specific deal or ticket. Currently, the system is configured in an all-or-nothing manner read more
Member
December 02, 2022
Well stated idea and a much-needed feature enhancement!
romi on April 23, 2019
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
36 upvotes
14 Replies
Member
November 16, 2022
It would also be great if we could set the quote to automatically go out to the customer after the internal counter-signer completed their signature!...read more
Nikki_Mo on September 30, 2022
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w read more
2 upvotes
2 Replies
Member
October 22, 2022
We can't use HubSpot payments because there is no way to automatically calculate state and local taxes. We use Avalara to handle these calculations ...read more
joverholt on October 11, 2019
Our sales team is havi ng difficulty with the feature where when a one-to-one email is sent in HubSpot, any attached files will also automatically be added to the Attachments section of the record. R esulting in 1.) confidential, se read more
Member
October 20, 2022
I'd love it if there was an option to leave the feature on, but filter attachments below a size that we could specify. Most of our "clutter" is for a...read more
Adam-SixandFlow on November 05, 2020
Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactivel read more
114 upvotes
38 Replies
Member
February 10, 2022
There are at least three different threads requesting this basic feature and hundreds of upvotes, but I can't see any response on any of them from Hu...read more
Daniel1 on July 14, 2017
We need to be able to enrol contacts and companies based on a contact/company property field being updated on a relative date (e.g. TODAY, TOMORROW, etc). We are using Hubspot as a way to faciliate our Product Qualified Lead (PQL) processes so this read more
96 upvotes
18 Replies
Member
February 10, 2022
Please add.
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