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YLoesdau
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Member since ‎Nov 18, 2021
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Yannik Loesdau

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YLoesdau on August 09, 2024
Navigation with multiple saved views
I find it rather annoying to navigate through multiple saved views. As an admin and controller I have at least 15 saved views and navigating through them is pure pain. How about the introduction of a simple horizontal scroll bar or some arrows to n read more
Reply Idea Deals
0 upvote
0 Reply
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1070 upvotes
343 Replies
YLoesdau
Participant
June 13, 2024
I need this "add association" function so bad, wow
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1070 upvotes
343 Replies
YLoesdau
Participant
June 13, 2024
I need this "add association" function so bad, wow
R10 on August 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
Reply Idea Products & Quotes
131 upvotes
35 Replies
YLoesdau
Participant
May 13, 2024
this is SO important!
Solved
YLoesdau on April 23, 2024
adding products to a deal
How would I add products to a deal via API integration? Currently I am having issues with the access token. I created a private app, inserted the client ID and client secret but what is the refresh token? My current python code is the following: read more
Reply Discussion Starter
0 upvote
1 Reply
Solved
NolanHubSpot on January 20, 2022
Manually mark quote as signed
Is there a way to manually mark a quote as signed? This is important as we're sending some quotes for e-signature and some with a place for signature. Would be great if we can mark a quote as signed and upload it, so on the Quotes landing page it di read more
Reply Discussion CRM Sales Workflows
6 upvotes
5 Replies
YLoesdau
Participant
March 15, 2024
Will it be possible or is it already to use this status "signed" which was marked manually as a trigger for a workflow? Can it be done, that the Pr...read more
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