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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
    19
  • 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
61 upvotes
29 Replies
Participant
March 12, 2022
We 100% agree that it's important to be able to view a quote once it's expired. Our sales team need to be able to refer back to these.
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
83 upvotes
35 Replies
Participant
December 04, 2021
We would also love the ability to assign priority to certain companies / contacts so that when they come into the inbox we can measure their service ...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
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
19 upvotes
5 Replies
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
26 upvotes
5 Replies
Participant
June 28, 2021
Yes please - we use custom objects to manage special one off pricing requests (faster than a quote) and also what stands our customers have in their ...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
153 upvotes
39 Replies
Participant
May 17, 2021
Hi @ethankopit - is there any update on including products / line items on tickets? We would really love this ability to be able to track service r...read more
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