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jmbray
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Mitglied seit ‎Sep 20, 2020
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Jonathan Bray

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MJB1 on März 16, 2023
Change marketing contact status while having contact open
Can we please have the option to change a contact's marketing contact status with the contact's page open? Rather than just being able to do in list view.
Antworten Idee Contacts & Companies
15 Likes
5 Antworten
jmbray
Teilnehmer/-in
September 27, 2023
+1. Seems like an oversight. I get that it's tied to billing and that's maybe why it was removed, but this degrades the intuitive functionality we've...Beitrag ansehen
LChatchatrian on Juni 14, 2023
Add goals to repart dashboard
I think it would be beneficial to be able to add sales goals to dashboards with other sales reports so they can have all information in 1 place.
Antworten Idee Dashboards & Reports
7 Likes
2 Antworten
jmbray
Teilnehmer/-in
August 22, 2023
+1. The new Goals visualizations are awesome! It would be cool to add those to our dashboards!
CGunby on März 17, 2022
Expired but signed quotes
Please allow additional options for expired quotes that have already been signed. If a customer has signed a quote, but not paid in time before the expiry, it would be good to be able to extend the deadline or edit without having to publish a b Beitrag ansehen
Antworten Idee Deals
4 Likes
2 Antworten
jmbray
Teilnehmer/-in
August 08, 2023
+1 Requesting quotes have the ability to be extended. Especially after being signed. Right now, we have to duplicate the quote and resend it ask...Beitrag ansehen
vanessahunt on Februar 27, 2023
Payment Schedules for recurring Line Items (Sales Quotes)
I am working on implementing HubSpot for my client. I was looking at using the Payment Schedule feature on Quotes, but it seems you cannot use that at present if you have recurring Line Items on your Quote. Is this going to change in future? I Beitrag ansehen
Antworten Idee Payments
4 Likes
2 Antworten
jmbray
Teilnehmer/-in
Juli 11, 2023
+1
NataliaTorres on Oktober 15, 2019
Better Tasks Filters
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 Beitrag ansehen
Antworten Idee Tasks
187 Likes
59 Antworten
jmbray
Teilnehmer/-in
Juni 30, 2023
+1 Yes, please! I'd like to be able to Sort Tasks with associations to Deals, Contacts, and Companies. I'd also like to be able to Filter on Task...Beitrag ansehen
mfoldager on August 07, 2020
Show which workflow created a task in Task History
We run a lot of workflows, and it can sometimes be difficult to figure out which workflow created a certain task. The task history says "Created by AUTOMATION PLATFORM", but not which workflow created the task, which would be very useful.
Antworten Idee Tasks
7 Likes
2 Antworten
jmbray
Teilnehmer/-in
Juni 29, 2023
+1 here. We also use many workflows. And when things go awry, and you need to troubleshoot: You open up History of a task, scroll to the bottom, Sour...Beitrag ansehen
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