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dave-ops
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Member since ‎Aug 19, 2020
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Dave Glen

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dave-ops
Member
February 12, 2021
Reply to Adding Start and End Date as Default to Quotes in Hubspot
Yes! a subscription start date and subscription end date on quotes would be VERY helpful. We currently use custom properties and then add them as tok...read more
dave-ops
Member
February 10, 2021
Reply to Quote Approval - Multiple Approvers
Adding to this idea, it would also be great if the Approver didn't require a sales enterprise license to approve. Use Case: our Finance team currentl...read more
dave-ops
Member
January 19, 2021
Reply to Playbooks in Marketing Hub + download option
Yes! We also have the need for non-sales people to view playbook answers. Use Case: We created a Sales-to-Onboarding Handoff playbook. It includes a...read more
dave-ops
Member
January 05, 2021
Reply to Cloning a Deal
Use Case: We want to make sure notes that were in prior deals with a prospect or client (that didn’t come to fruition but now are back on the table)...read more
dave-ops
Member
December 09, 2020
Reply to Ability to use date properties in Playbooks
We also have a need for this. Use Case: We have multiple playbooks that utilize dates such as Requested Go Live Date, Subscription Start Date, Subscr...read more
dave-ops
Member
December 09, 2020
Reply to Playbooks - Drag and Drop Editing
Agreed. so much wasted time re-creating just to change the order.
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