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ReneeWoolcott
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Member since ‎Nov 10, 2020
  • solutions
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  • Replies
    1
  • Upvotes Given
    9
  • Upvotes Received
    11
  • Ideas
    2

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Renee Woolcott

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Activity

Arne on June 17, 2019
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
54 upvotes
21 Replies
Member
March 28, 2022 16:44
The temporary solution is to set a far away date until a new feature is introduced.
elizabee on March 27, 2020
I would like more rich filter options in the conversation inbox. Currently, only very simplistic filtering options are available and you cannot save your filters. I would like to use filters for analytics and to make sure that our processes are read more
71 upvotes
31 Replies
Member
March 21, 2022 18:48
Only being able to mark conversation status as opened or closed is very limiting. It would be useful to be able to add/customize statuses (on hold, a...read more
ÁMartínez on July 15, 2021
I would like to have a unique source to manage all the different tasks assigned to me. CONTEXT CASE: Currently, the project's tasks aren't sync with general tasks. Hence, I have no alerts when a task is delayed and, I need to go to two different read more
3 upvotes
1 Reply
Participant
September 20, 2021 15:40
Yes please, there needs to be the ability to consolidate ALL tasks within HubSpot - Contacts / Deals / Tickets - Projects - Campaigns
ReneeWoolcott on August 18, 2021
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
11 upvotes
3 Replies
Member
October 22, 2021 05:10
totally agree!
katie_cort on January 20, 2021
The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r read more
14 upvotes
4 Replies
Participant | Diamond Partner
January 11, 2022 23:31
+1 to what @NancyLambert said. We need this for our clients working in real estate and education. We just tested it out and it seems to work ...read more
claireWorkCast on February 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
119 upvotes
35 Replies
Member
March 09, 2022 13:57
This is a no-brainer to me. If Hubspot wants to compete for the Services/Client Success spaces this is a non-negotiable. Being able to determine who...read more
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