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Yazz
トップ投稿者
コミュニティー参加日： ‎8 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.

アクティビティ

Yazz 3月 21日, 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 続きを読む
返信 アイデア Deals
0 いいね！
0 コメント
Yazz 10月 19日, 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 続きを読む
返信 アイデア Products and Quotes
1 いいね！
1 コメント
CBader 5月 12日, 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 続きを読む
返信 アイデア Deals Sales Email Extensions & Add-Ins
50 いいね！
18 コメント
Yazz
トップ投稿者
6月 11日, 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...続きを読む
CBader 5月 12日, 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 続きを読む
返信 アイデア Deals Sales Email Extensions & Add-Ins
50 いいね！
18 コメント
Yazz
トップ投稿者
6月 11日, 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...続きを読む
mikedrizzo1 2月 10日, 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.
返信 アイデア Products and Quotes
3 いいね！
1 コメント
Yazz
トップ投稿者
3月 15日, 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...続きを読む
Brycelbrewer 10月 19日, 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 続きを読む
返信 アイデア Products & Quotes
76 いいね！
26 コメント
Yazz
トップ投稿者
3月 15日, 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 ...続きを読む
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