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ModernHandymen
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Member since ‎Aug 7, 2020
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NataliaTorres on October 15, 2019
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
72 upvotes
17 Replies
Participant
March 18, 2022
What all above said!
dbrown1 on July 25, 2019
It seems that for any Company that Tickets, Deals, Emails, are automatically associated with one another. This makes it difficult for our sales, service or billing teams working out of HubSpot to easily interact with our customers. For example, read more
48 upvotes
13 Replies
Member
February 17, 2022
Same problem here, it makes absolutely no sense and just causes confusion.
Arne on December 22, 2018
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the scop read more
Participant | Diamond Partner
June 17, 2022
Hi We have a lot of clients using Sales Hub but not the quote tool and library just because it's impossible to make quote on the mobile device IOS...read more
Solved
ModernHandymen on August 07, 2020
Every time I schedule a meeting, I want a workflow to launch. This reminds my team to send a confirmation email, etc. But after the first meeting on a contact's profile, the contact cannot be re-enrolled, so it only works for the first meeting I sch read more
0 upvote
1 Reply
Key Advisor
August 08, 2020
Hello! I've run across the same issue before and had to find a creative solution. See below: Enrollment Triggers: Date of Last Meetings Boo...read more
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