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Propagam
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Member since ‎Aug 3, 2022
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  • solutions
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  • Replies
    2
  • Upvotes Given
    8
  • Upvotes Received
    29
  • Ideas
    2

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Jeremy Walsh

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Activity

DarylWui on May 11, 2022
Including ability to search by Product SKU and description in HubSpot search bar
Filing on behalf of customer: The limited functionality of the search bar as per this KB article: https://knowledge.hubspot.com/contacts/search-within-your-hubspot-account does not allow for searching by product information to display products read more
Reply Idea Products and Quotes
26 upvotes
12 Replies
Propagam
Participant
July 27, 2023
This should have been implemented already.
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
Propagam
Participant
January 30, 2023
This needs to be done ASAP.
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
962 upvotes
252 Replies
Propagam
Participant
January 18, 2023
This would definitely be great to have. Commenting to follow the thread.
Propagam on January 12, 2023
Quotes Card Properity in Contact sidebar
I think this would be convenient for many companies to have the "Quotes Card Property" that is found in the deals to be directly set in the contact overview rather than being hidden inside the deals.
Reply Idea Contacts & Companies
1 upvote
0 Reply
squizzyit on November 21, 2019
Assign a new email to existing ticket
I'd like to be able to associate new emails to our shared inboxes to existing tickets. Currently any email can be created as a ticket with the email content in the activity of the ticket. When a different contact or external party emails information read more
Reply Idea Conversations
54 upvotes
20 Replies
Propagam
Participant
December 12, 2022
Need this solution.
robsteele on October 24, 2020
Import Quotes from Excel
We get quotes from our distributor with 60-100 SKUs / line items. I can't figure out a simple and quick way to import or turn these into quotes within hubspot. We love how simple everything else is but if we can't quote our customers in a timely fas read more
Reply Idea Products and Quotes
15 upvotes
6 Replies
Propagam
Participant
December 12, 2022
This shouldn't have to be upvoted to get done. The data we're asking to be transferred is essential. This solution should already be in HubSpot's pip...read more
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