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Willirob
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Aug 31, 2020
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  • Replies
    2
  • Upvotes Given
    36
  • Upvotes Received
    88
  • Ideas
    3

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Willirob
Participant | Gold Partner
July 15, 2025
Reply to How to allow non-admin users to edit lead stages after qualification in HubSpot?
I'm surprised this isn't getting more attention! I was facing similar issues where SDRs/Intake specialists were accidentally changing the lead (l...read more
Willirob
Participant | Gold Partner
May 14, 2025
Reply to Rename Native HubSpot Objects
Loving this beta, @hhiggins ! FYI (and would be lovely to include) - When you update the Deals object name, it doesn't update in the Sales Works...read more
Willirob on January 24, 2024
Notification for Creator of Quote
The problem: only the deal owner (who also owns all quotes associated to the deal) get notifications when a quote is signed. The user who created the quote, does not. Use case: SDRs. They will often create the quote even if they don't "own" t read more
Reply Idea Sales Documents
9 upvotes
0 Reply
Willirob
Participant | Gold Partner
January 19, 2024
Reply to Quote Signed Date????
for reeeeeeeeal. Having a quote signed date next to signature in the quote would be super helpful as well. It's present if you download the quote... ...read more
Willirob
Participant | Gold Partner
January 11, 2024
Reply to Create Contact from Chat Without Email Capture
@JGarbett I'm talking about when they interact with the bot first. It won't create a contact in the system until it gets an email. A person certain...read more
Willirob
Participant | Gold Partner
May 11, 2023
Reply to Alias for Live Chat
Though this is possible to do for a live agent chatflow, it is not possible to do if you're first using a bot then transfer to a live agent. Upon tra...read more
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