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SMorgan1
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Member since ‎Sep 29, 2020
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  • Upvotes Given
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  • Upvotes Received
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Samantha Morgan

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SMorgan1 on September 02, 2024
Fix product / line item search to only search name not description
When we search in the product library, or for line items on a Hubspot Quote it currently brings up every option that contains that word in the description, making the search functionality very counter intuitive. Specific example: Every sin read more
Reply Idea Products and Quotes
0 upvote
0 Reply
SMorgan1
Member
July 10, 2024
Reply to Ability to connect multiple stripe accounts to portal
Hi Victoria, I just tried to book a time with you, but my options are between 11:30pm and 4:45am. I am based in Australia, so appreciate if you could...read more
SMorgan1 on June 26, 2024
Ability to create a custom property when logging a meeting
Wanting to be able to create a custom property that is visible on the log a meeting pane.
Reply Idea Meetings
0 upvote
0 Reply
SMorgan1 on May 27, 2024
Association labels to display in descending order
I would like to be able to display association labels in a descending order showing the contacts with the most associations at the top of the preview pane on a company record. Currently the only way to see who is associated with labels is to keep c read more
Reply Idea Contacts & Companies
2 upvotes
0 Reply
SMorgan1 on February 21, 2024
Automated deal alert notifications
I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly. The email would read more
Reply Idea Contacts & Companies Deals Products and Quotes Workflows
17 upvotes
1 Reply
SMorgan1 on August 09, 2022
Discounts on Hubspot Quotes to require approval
Our team need to manage contracts that are being sent out of Hubspot Quotes which have had discounts added. We are getting contracts back signed where discounts were added but not internally approved first. Can we please have a feature that read more
Reply Idea Products and Quotes
2 upvotes
1 Reply
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