ReneeWoolcott

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Renee Woolcott

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Arne on Juni 17, 2019

Keep quotes accessible after expiration

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 Beitrag ansehen

Antworten Idee Products & Quotes

83 Likes

35 Antworten

ReneeWoolcott

Teilnehmer/-in

März 13, 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 März 27, 2020

Filtering in Conversation Inbox

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 Beitrag ansehen

Antworten Idee Conversations

99 Likes

38 Antworten

ReneeWoolcott

Teilnehmer/-in

Dezember 05, 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 ...Beitrag ansehen

ÁMartínez on Juli 15, 2021

Sync project tasks with general tasks module

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 Beitrag ansehen

Antworten Idee Tasks

4 Likes

1 Antwort

ReneeWoolcott

Teilnehmer/-in

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

Search line items in all quotes and deals

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

Antworten Idee Products and Quotes

34 Likes

12 Antworten

katie_cort on Januar 20, 2021

Enable editing for Custom Objects on mobile app

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 Beitrag ansehen

Antworten Idee Custom Objects

82 Likes

24 Antworten

ReneeWoolcott

Teilnehmer/-in

Juni 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 ...Beitrag ansehen

claireWorkCast on Februar 25, 2020

Associate products/show product associations on Company/Contact/Ticket records

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 Beitrag ansehen

Antworten Idee Products & Quotes

186 Likes

45 Antworten

ReneeWoolcott

Teilnehmer/-in

Mai 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...Beitrag ansehen

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