JVOGELSANG

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John Vogelsang

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Activity

margo_northcutt on March 08, 2018

Filter Deals by associated Products

Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more

Reply Idea Deals

230 upvotes

71 Replies

JVOGELSANG

Contributor

November 08, 2022

The UI and data structure should be able to provide a filter by product information for deals. It could fit in with existing usage and take advantage...read more

JVOGELSANG on October 26, 2022

Quote preview zoom

A draft status quote is displayed in a frame which is ~ quarter of the screen size. The visual size of details and text in that window is too small to read. Using the browser's zoom function gives a clunky way to view a small section of the quote re read more

Reply Discussion

1 upvote

2 Replies

JVOGELSANG

Contributor

October 31, 2022

We are using a custom template based on corporate stationery. Chrome browser on win10. image 1 is screen section showing the draft mode quote in pre...read more

JVOGELSANG on October 26, 2022

Quote preview zoom

Reply Discussion

1 upvote

2 Replies

JVOGELSANG

Contributor

October 31, 2022

We are using a custom template based on corporate stationery. Chrome browser on win10. image 1 is screen section showing the draft mode quote in pre...read more

Sara on May 10, 2017

Schedule a meeting for another hubspot user from contact record

Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more

Reply Idea Meetings

362 upvotes

158 Replies

JVOGELSANG

Contributor

October 18, 2022

Any beta preview for this yet? >90% of our meetings are arranged by CS on behalf of Sales people. We could use the existing create meeting ...read more

KHardisty on June 30, 2022

Save/Set a default Deals Cards View

You can Pin views in the list view of deals, and there are views you can save in the cards view of deals, but thre is no way to choose a default. I have reps who would like to default to only seeing their own deals. There are views for this, bu read more

Reply Idea Deals

2 upvotes

2 Replies

JVOGELSANG

Contributor

October 18, 2022

Each user should be able to specify a default view which is displayed wgeb they open the deals page in board view. There is a views management menu ...read more

Solved

CSchütz on December 09, 2021

Import with Contact ID

Hi all, I just want to import one column to certain already existing contacts in hubspot, so I prepared an excel with two columns. One column is the contact id, the other one the additional info I want to import. After I have checked the box to read more

Reply Discussion Free

0 upvote

5 Replies

JVOGELSANG

Contributor

June 23, 2022

We are trying to update contact fields for existing contacts for which the Contact ID is obtained from previously exporting the incomplete contact re...read more

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