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cjl2016
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Member since ‎Aug 26, 2020
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  • Upvotes Given
    7
  • Upvotes Received
    17
  • Ideas
    1

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Cody Lopez

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Activity

Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
49 upvotes
30 Replies
Member
July 20, 2022
Definitely upvoting this -- it would be great to have this functionality!
susanmartin2006 on July 22, 2020
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
104 upvotes
31 Replies
Participant
September 09, 2022
@velliott any updates on this? This feature would make our lives 100x easier.
cjl2016 on January 06, 2022
HubSpot pulls most new activity into the 5 most recent un-closed deals that are associated with a contact or company, based on where the activity originates. However, this results in a lot of irrelevant information to be pulled into deals and, curre read more
6 upvotes
3 Replies
Member
June 27, 2022
Agreed! Changing the associations, with the required scrolling, is very time consuming there must be a better way.
Are on September 10, 2020
Should be able to set default filter / view in deals from the Kanban view, not only from the list view.
5 upvotes
5 Replies
Member
March 28, 2022
Dear Hubspot we choose you over a pipedrive and since this is industry standard function and since initial idea is over a year old Im really worried....read more
allyg on May 20, 2019
When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently th read more
141 upvotes
44 Replies
Member
September 09, 2022
What has worked for me to add a value (to a property that has checkboxes) via import: Say you have a property, type: checkboxes. Those check...read more
1975920 on January 11, 2017
Hello, Can you please make it so I can switch my signatures when i email from hubspot? I need to tailor it to fit the different types of people I speak with. That would be very helpful! Thank you!
315 upvotes
100 Replies
Participant
September 12, 2022
@hroberts would definately vote for this feature to be made avaliable soon. I need it to use HubSpot better as I support multiple roles in my compa...read more
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