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JonTemplin
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Member since ‎Jun 20, 2022
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  • solutions
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  • Replies
    2
  • Upvotes Given
    44
  • Upvotes Received
    43
  • Ideas
    3

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Jonathan Templin

I'm a former high school mathematics teacher with a passion for education, as well as processes and efficiencies. I've worked in sales and customer success, and have recently transitioned to a role focused on revenue operations.

Activity

JonTemplin
Participant
May 24, 2024
Reply to Automate record associations in workflows
For anyone tracking this, there's another idea that is a lot more active, and there's currently a Closed Beta related to this feature as well. h...read more
JonTemplin
Participant
May 24, 2024
Reply to Set Association Labels On Records via a Workflow
Really excited for this! Can't wait for the "Add association" label phase to be released as well.
JonTemplin
Participant
May 22, 2024
Reply to Custom product properties on Quotes
It's great you can add custom properties to Line Items now. However, it would be great to have this for Quotes as well. Here's my use case: My u...read more
JonTemplin
Participant
May 22, 2024
Reply to Add Properties to Quote
Totally different use case, but I also would love to see the ability to have custom properties on a Quote. My use case is that I want to be able ...read more
JonTemplin on April 22, 2024
Customize Reference Line
Want to have more customisation in the reference line in a pipeline size report . The sales team want to be tracking deal value coming to the top of the pipeline (not weighted). They have a target for the end of Q2, and want the slope of the refer read more
Reply Idea Sales Reporting
2 upvotes
0 Reply
JonTemplin
Participant
July 31, 2023
Reply to SMS Text Message
Totally agree with everything else said here. It would be so nice to be able to send and receive calls and texts from the same phone number (my HubSp...read more
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