プロフィール

dave-ops
メンバー
コミュニティー参加日： ‎8 19, 2020
メッセージを送信
  • ベストアンサー数
    0
  • 件の返信
    0
  • いいね！した数
    22
  • いいね！獲得数
    79
  • ご意見・ご提案
    4

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

    まだつながりがありません

Dave Glen

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

Jwl4692 8月 13日, 2019
Adding Start and End Date as Default to Quotes in Hubspot
Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.
返信 アイデア Products & Quotes
33 いいね！
17 コメント
dave-ops
メンバー
2月 12日, 2021
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...続きを読む
Whitend75 9月 05日, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate 続きを読む
返信 アイデア Products & Quotes
257 いいね！
72 コメント
dave-ops
メンバー
2月 10日, 2021
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...続きを読む
Ina 11月 17日, 2020
Playbooks in Marketing Hub + download option
Our marketing team would like to have the Playbook option. It would be great to have Playbooks available at least for viewing at the company level, not only for Sales Enterprise users. Yes, to create and edit/publish it could remain at the Enterpris 続きを読む
返信 アイデア Playbooks
19 いいね！
4 コメント
dave-ops
メンバー
1月 19日, 2021
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...続きを読む
cfleishman 8月 31日, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of 続きを読む
返信 アイデア Deals
1851 いいね！
574 コメント
dave-ops
メンバー
1月 05日, 2021
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)...続きを読む
plau 9月 12日, 2019
Ability to use date properties in Playbooks
At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred app 続きを読む
返信 アイデア Contacts & Companies
51 いいね！
24 コメント
dave-ops
メンバー
12月 09日, 2020
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...続きを読む
DevinRZC_DM 12月 18日, 2019
Playbooks - Drag and Drop Editing
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook 続きを読む
返信 アイデア Playbooks
178 いいね！
47 コメント
dave-ops
メンバー
12月 09日, 2020
Agreed. so much wasted time re-creating just to change the order.
最新の投稿を表示する
気になるスレッドを後ですぐに見つけられるように、コンテンツをブックマークに追加しましょう。
初めに
まずはこちらから開始することをお勧めします。はじめに、ご興味をお持ちのトピックについて詳しくお聞かせください。
自己紹介をする

フォロー中

他のメンバーと積極的に交流して、HubSpotコミュニティーを最大限に活用しましょう。まずはメンバーのご紹介から始めましょう。
コミュニティーバッジ

マイグループ

共通の興味を持ったグループに参加して、ネットワークを構築しませんか。HubSpotで今注目のグループや。
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.