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Nikki_Mo
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Member since ‎Aug 5, 2022
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Nicole Moore

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Nikki_Mo on September 20, 2023
Currently when you assign a co-signer from within your available pool of users they have to go through this arduous process to accept the quote. I'd like to see in a future release co-signers can do it from within HubSpot or get a push verification read more
Nikki_Mo on July 28, 2023
We have a product integration with CW PSA formerly CW Manage and I would love to see the ability to create product workflows for the things coming in through the integration. Currently it's a pain in the butt task that has to be performed. 1. go read more
AmandaKendzior on March 25, 2019
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
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March 23, 2023
Is this something that's on the roadmap for 2023? We need to be able to mark things as paid that are paying by check
Nikki_Mo on November 02, 2022
Add option for "payments" as an option for the Default Home Page please. It would be easier for our accounting dept 🙂
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Nikki_Mo on October 27, 2022
There is currently a date picker for the first date in a sequence, but sometimes i want the last date in the sequence to be a specific date too. We host webinars so i want the final email to be a reminder of the event on the event date. currently read more
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Nikki_Mo on October 06, 2022
ConnectWise has an area where we track agreements. According to a HubSpot product expert Agreements in ConnectWise are their own object. In future, i'd love to be able to access these agreements and sort them in HubSpot Ref. Ticket # 10805614 read more
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