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Yazz
Contributeur de premier rang
Membre depuis ‎août 11, 2017
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Yazz Krdzalic

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.

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Yazz le Mars 21, 2023
Group List View
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 Lire la suite
Répondre Idée Deals
0 Mention J'aime
0 Réponse
Yazz le Octobre 19, 2022
Quotes customization
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 Lire la suite
Répondre Idée Products and Quotes
1 Mention J'aime
1 Réponse
CBader le Mai 12, 2020
Option to log emails to closed deals
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 Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
50 Mentions J'aime
18 Réponses
Yazz
Contributeur de premier rang
Juin 11, 2021
@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...Lire la suite
CBader le Mai 12, 2020
Option to log emails to closed deals
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 Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
50 Mentions J'aime
18 Réponses
Yazz
Contributeur de premier rang
Juin 11, 2021
@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...Lire la suite
mikedrizzo1 le Février 10, 2021
Add Rich Text (WYIWYG) Editor to QUOTE Descriptions
We would love to add pullets and formatting to the "Description" box within a quote. Currently, we have to use ' - ' to indicate a bullet.
Répondre Idée Products and Quotes
3 Mentions J'aime
1 Réponse
Yazz
Contributeur de premier rang
Mars 15, 2021
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...Lire la suite
Brycelbrewer le Octobre 19, 2018
Quotes - Add Sections w/ Editable Titles and Sub-Totals
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 Lire la suite
Répondre Idée Products & Quotes
76 Mentions J'aime
26 Réponses
Yazz
Contributeur de premier rang
Mars 15, 2021
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 ...Lire la suite
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