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Strumdrum
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Member since ‎Oct 3, 2022
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Brandon Tucker

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Activity

MCohen37 on July 26, 2023
Line item reporting
Is there a way to get an accurate report for the total number of individual products sold over the period of a month/ quarter etc. At the moment i get a line item report that shows when a specific product is a line item in a deal but not that t read more
Reply Discussion Professional
3 upvotes
3 Replies
Strumdrum
Participant
March 06, 2024
@MCohen37 wrote: I would like to know that on average per month we sell X number of each product. This is exactly what I'm looking for. I wan...read more
Solved
GardenRooms on September 17, 2020
Can I display the buyer address in a Quote?
I want to add in the Buyer's Address (already in the Contact record) into the Quote. Doesn't appear to be an option. Only defaults to name and email. Is there a workaround?
Reply Discussion Deals
0 upvote
9 Replies
Strumdrum
Participant
August 30, 2023
Hi GardenRooms, I've found a great solution! You can edit the quote template and find a template where the comments section is at the top. I beli...read more
Solved
GardenRooms on September 17, 2020
Can I display the buyer address in a Quote?
I want to add in the Buyer's Address (already in the Contact record) into the Quote. Doesn't appear to be an option. Only defaults to name and email. Is there a workaround?
Reply Discussion Deals
0 upvote
9 Replies
Strumdrum
Participant
August 30, 2023
Hi GardenRooms, I've found a great solution! You can edit the quote template and find a template where the comments section is at the top. I beli...read more
Invorio on May 24, 2017
Sync Tasks with Calendar (Google/Outlook)
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
Reply Idea Integrations Tasks
700 upvotes
241 Replies
Strumdrum
Participant
August 04, 2023
Progress! HubSpot has introduced a new feature called Prospecting that includes a view of your synced calendar. It's locked behind Sales Pro and it's...read more
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
88 upvotes
27 Replies
Strumdrum
Participant
July 25, 2023
Yes, please! Line item properties can be used to trigger workflows, so why can't we have access to those data ojbects in the workflow action? Our com...read more
abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
Reply Idea Workflows
172 upvotes
37 Replies
Strumdrum
Participant
May 23, 2023
I feel like this request has enough traction to warrant a response from the HubSpot team. Count me in the same group that would really like to see wo...read more
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