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Sears
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Member since ‎May 5, 2022
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Walter Sears

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jbolger90 on February 03, 2022
Ability to Organize and Sort Line Items within Product Library
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E read more
Reply Idea Products and Quotes
122 upvotes
62 Replies
Sears
Member
August 10, 2023
@MeganLegge can you provide some feedback here. I've been wondering why my users are making so many mistakes when quoting, it's almost impossible t...read more
Sears on May 20, 2023
Hubspot Consultant for Project Work
I'm looking for a consultant to help us with some project based work. Some examples include designing and implementing workflows, analyzing and recommending apps, building dashboards and reports. I'd prefer to work with an individual as opposed read more
Reply Discussion Remote Location
1 upvote
8 Replies
Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
140 upvotes
54 Replies
Sears
Member
May 09, 2023
@MeganLegge Any updates here? Planning to roll out a new process to our team and this will save us a lot of time.
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