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KevinJohnson
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Mitglied seit ‎Mai 26, 2021
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Kevin Johnson

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scooterlang on Mai 04, 2019
Add Tracking Analytics to Quotes
As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with. Putting on my product manager hat, I would suggest that HubSpot Sales users are Beitrag ansehen
Antworten Idee Products & Quotes
160 Likes
44 Antworten
KevinJohnson
Teilnehmer/-in
Juni 01, 2023
We really need to see some level of activity ion the deal or such within HubSpot. It makes no sense that this is not already in production.
Amy_Brierley on Mai 13, 2022
Account Access - Create and edit customized quote templates
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Antworten Idee Users & Teams & Permissions
68 Likes
23 Antworten
KevinJohnson
Teilnehmer/-in
März 30, 2023
I can not agree with this idea more than I do. The permissions system in Hubspot has to many examples of this.
picasevengroup on Dezember 14, 2021
Digital Marketing course - learning path checklist
I started the Digital Marketing Course and in the end of the first video, it says to download the check list for the learning parth curriculum in "resources". when I go to that section, notting is there? Can someone help me find this digital mar Beitrag ansehen
Antworten Diskussion Admin
0 Likes
3 Antworten
KevinJohnson
Teilnehmer/-in
April 27, 2022
Hi, it is now April and this class still says use the Resources tab. That tab is blank still. Thanks Kevin
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Antworten Idee Products & Quotes
341 Likes
117 Antworten
KevinJohnson
Teilnehmer/-in
September 24, 2021
We would love to have this.
Coupland on November 19, 2019
Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects w Beitrag ansehen
Antworten Idee Meetings
211 Likes
104 Antworten
KevinJohnson
Teilnehmer/-in
Juli 30, 2021
Hi, Let me be clear, I would love to have this feature. It is a feature that is available in EVERY other product, so it seems bad that not only ...Beitrag ansehen
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