Enthusiastic about all things Marketing and Sales. Love the process from beginning to the very end, then rinse and repeat. I do this in my free time. It's a passion of mine, it's a career of mine, it's a life of mine.
It would be great to be able to group List view (for example, under Deals). Being able to group by say 'associations'. In the list view, I would love to group Deals that belong to one Company, or Custom Object. This would quickly give me the vie read more
The current capabilities under quotes do not sufficiently allow the user to personalize the way one may want. You cannot add custom fields, you can't edit the output of the form in PDF (it's all sorts of wonky), and you cannot create custom calculat read more
In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment. Our sales and accounting teams need the emails related to a deal to read more
@ThéoS sure thing, when you say going to the contact, are you saying inside the add-in or hubspot? I found that you can associate the deal right o...read more
In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment. Our sales and accounting teams need the emails related to a deal to read more
@ThéoS sure thing, when you say going to the contact, are you saying inside the add-in or hubspot? I found that you can associate the deal right o...read more
I agree...even a bolded line item would add a lot more to it. Due to a few drawbacks of this tool, we HAVE TO use the description field to update the...read more
We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to ad read more
Our Sales Team would love to use the HubSpot quotes tool, but currently, we are in desperate need to be able to list out itemized line items WITHOUT ...read more
The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective.
The one issue our Sales Team runs into is when the end user (customer) does not allow for such s read more
It would be great to have the ability to create private tasks/projects that no-one on the Team is able to see. I am using HubSpot for all of my to-do lists and some of them I personally wouldn't want shared with the Team. It may only apply to the pe read more
We just switched over to Office 365 and the Sales Tools Add-In does not allow for settings as did the Sidekick Add-In. So, if we want to 'awlays' log/track e-mails, I cannot do so with Sales Tools. The tool also does not auto open when you write an read more
I just ran across a hip and cool project management company called www.monday.com . Reminded me of HubSpot revolutionizing the CRM and Marketing world. Would be nice to see an integration for Project Mangaement into HubSpot and this seems like a na read more
I love emailing my HubSpot Dashboards as PDFs the issue I have is on the Scale of the report when it is uploaded into PDF. It cuts off reports that may be a little wider than normal. I found a workaround but it made me think today that HubSpot c read more
It would be great to turn off JUST the owner assignment/re-assignment notifications WITHOUT turning off all the other notifications along with it. I am simply trying to set an internal e-mail that notifies our Sales Team of an incoming lead with th read more
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