ReneeWoolcott

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Renee Woolcott

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Arne le Juin 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 Lire la suite

Répondre Idée Products & Quotes

83 Mentions J'aime

35 Réponses

ReneeWoolcott

Participant

Mars 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 le Mars 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 Lire la suite

Répondre Idée Conversations

99 Mentions J'aime

38 Réponses

ReneeWoolcott

Participant

Décembre 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 ...Lire la suite

ÁMartínez le Juillet 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 Lire la suite

Répondre Idée Tasks

4 Mentions J'aime

1 Réponse

ReneeWoolcott

Participant

Septembre 20, 2021

Yes please, there needs to be the ability to consolidate ALL tasks within HubSpot - Contacts / Deals / Tickets - Projects - Campaigns

ReneeWoolcott le Août 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

Répondre Idée Products and Quotes

34 Mentions J'aime

12 Réponses

katie_cort le Janvier 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 Lire la suite

Répondre Idée Custom Objects

82 Mentions J'aime

24 Réponses

ReneeWoolcott

Participant

Juin 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 ...Lire la suite

claireWorkCast le Février 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 Lire la suite

Répondre Idée Products & Quotes

188 Mentions J'aime

46 Réponses

ReneeWoolcott

Participant

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...Lire la suite

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