Profil

jmbray
Participant
Membre depuis ‎sept. 20, 2020
  • Solutions
    0
  • Réponses
    3
  • Mentions J'aime ajoutées
    59
  • Mentions J'aime obtenues
    2
  • Idées
    2

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Jonathan Bray

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Activité

MJB1 le Mars 16, 2023
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.
15 Mentions J'aime
5 Réponses
Participant
Septembre 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...Lire la suite
LChatchatrian le Juin 14, 2023
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.
5 Mentions J'aime
2 Réponses
Participant
Août 22, 2023
+1. The new Goals visualizations are awesome! It would be cool to add those to our dashboards!
CGunby le Mars 17, 2022
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 Lire la suite
4 Mentions J'aime
2 Réponses
Participant
Août 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...Lire la suite
vanessahunt le Février 27, 2023
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 Lire la suite
4 Mentions J'aime
2 Réponses
Participant
Juillet 11, 2023
+1
NataliaTorres le Octobre 15, 2019
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 Lire la suite
185 Mentions J'aime
59 Réponses
Participant
Juin 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...Lire la suite
mfoldager le Août 07, 2020
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.
7 Mentions J'aime
2 Réponses
Participant
Juin 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...Lire la suite
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