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jmbray
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Miembro desde ‎sep 20, 2020
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MJB1 en Marzo 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.
Responder Idea Contacts & Companies
15 Me gusta
5 Respuestas
jmbray
Participante
Septiembre 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...Leer más
LChatchatrian en Junio 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.
Responder Idea Dashboards & Reports
7 Me gusta
2 Respuestas
jmbray
Participante
Agosto 22, 2023
+1. The new Goals visualizations are awesome! It would be cool to add those to our dashboards!
CGunby en Marzo 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 Leer más
Responder Idea Deals
4 Me gusta
2 Respuestas
jmbray
Participante
Agosto 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...Leer más
vanessahunt en Febrero 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 Leer más
Responder Idea Payments
4 Me gusta
2 Respuestas
jmbray
Participante
Julio 11, 2023
+1
NataliaTorres en Octubre 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 Leer más
Responder Idea Tasks
187 Me gusta
59 Respuestas
jmbray
Participante
Junio 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...Leer más
mfoldager en Agosto 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.
Responder Idea Tasks
7 Me gusta
2 Respuestas
jmbray
Participante
Junio 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...Leer más
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