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RCampbell9
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Member since ‎Nov 14, 2022
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Rachel Campbell

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RCampbell9
Member
March 12, 2025
Reply to Sales reporting on year comparison
It's wild to me that a CRM that's competing with Salesforce doesn't have the ability to show year over year reporting in a custom report. That's a ve...read more
RCampbell9
Member
January 18, 2024
Reply to pre-set property default value
Agree with the other comments on this thread that this should be standard functionality for a CRM - it seems straightforward, and it's very surprisin...read more
RCampbell9
Member
December 18, 2023
Reply to Set Line Item property in Workflows
I agree, the ability to set properties on line items within workflows seems very basic, and should be considered, especially if HubSpot wants to comp...read more
RCampbell9 on October 11, 2023
Customize quote card
I would like the ability to customize the quote card that shows on the associated objects, in the same way that we can edit other types of cards (deal, ticket, contact, etc.). That way we can choose helpful information to display there, such as the read more
Reply Idea Products and Quotes
5 upvotes
2 Replies
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