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SKluge
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Member since ‎Feb 1, 2021
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  • Upvotes Given
    6
  • Upvotes Received
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  • Ideas
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Simon Kluge

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DitteBille on May 19, 2021
Folders within folders
It would be extremely helpful to be able to create folders within folders - especially in the workflow folders as it is possible with lists today.
Reply Idea Workflows
183 upvotes
51 Replies
SKluge
Contributor
July 21, 2023
You can create folders within folders in Marketing > Files but you cannot make a sub folder in Sales > Documents Simple, necessary function
SKluge on June 06, 2023
Group Email Notifications - Take user to the contact/company/deal
When email tracking is active and an email has been sent to multiple recipients at the same time, the notification system just tells you that "someone" has opened the email. This information is useless, as all you can see is the subject line (wh read more
Reply Idea User Notifications
0 upvote
0 Reply
SKluge on February 03, 2023
Copy line items to automated deal creation
Hello, I have noticed a (fairly large) missing property copy using the pipeline automations, that being copying the line item associated to a deal. Context. When we close a deal, we automate the creation for our Customer Success Pipeline. There read more
Reply Idea Deals
13 upvotes
3 Replies
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
883 upvotes
434 Replies
SKluge
Contributor
April 07, 2022
@velliott I just made some quote templates. I have some standard language that I would like to be included on all templates + any required snipp...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
729 upvotes
404 Replies
SKluge
Contributor
February 03, 2022
I set up the limited BETA from the hubspot market place and am not noticing the 1 feature that we really wanted: Hubspot meeting link automatically ...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
729 upvotes
404 Replies
SKluge
Contributor
February 03, 2022
I set up the limited BETA from the hubspot market place and am not noticing the 1 feature that we really wanted: Hubspot meeting link automatically ...read more
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