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theSpence
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Member since ‎Mar 15, 2023
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theSpence on July 10, 2023
Edit snapshot values in historical deal reports
When viewing historical deal reports like the Deal pipeline waterfall summary it would be great for super admins to go in and edit a snapshot value. Sometimes reps enter incorrect amounts or accidentily submit a value that is too large or small and read more
Reply Idea Analytics Tools Sales Reporting
0 upvote
0 Reply
theSpence on May 19, 2023
Log slack conversations and messages in hubspot
We have lots of 1:1 and Slack Connect conversation with customers and prospects. Is it possible to use the slack integration with something likt /hs-track to be able to log the conversation or last x number of messages in slack as an activity record read more
Reply Idea Activity Feed Integrations Sales Email Extensions & Add-Ins
5 upvotes
2 Replies
theSpence on April 10, 2023
Custom Sort Board Cards by Users Drag and Drop
We have users who want to custom sort their cards based on dragging and dropping the cards in the order they want to view/work deals. This could apply to any kanban board view.
Reply Idea Deals Tickets
1 upvote
1 Reply
ConversionCrew on May 05, 2021
Edit the contents of the identity verification email from Quotes
The below email is sent as a verification method to who wants to sign your quotes. Currently this email is standard: The contents of this email can't be changed. However, especially since it's now possible to create fully customized document-templat read more
Reply Idea Products and Quotes
56 upvotes
5 Replies
theSpence
Member
April 06, 2023
Agreed! We're trying not to use the word 'quote' in our contracts that we send. These are proposals, contracts or agreements and would like to make s...read more
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