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TBrown44
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Member since ‎Jun 6, 2023
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TBrown44 on July 22, 2024
Multiple HubSpot Quote Approvers
At the current version, you are only able to designate one quote approver when a quote enters the approval stage. The request would be to allow multiple Quote Approvers, especially Super Admins. At the current moment, not even super admins can ove read more
Reply Idea Products and Quotes
1 upvote
0 Reply
casebook_brian on February 02, 2024
Custom Goals: Credit deal creator rather than owner
I'd like to be able to track the number of a specific type of deal that my SDRs create, as it's how they're compensated and measured. While workarounds make it possible to track this on a dashboard, it can't be used in Goals. Currently, if I create read more
Reply Idea Sales Reporting
18 upvotes
6 Replies
TBrown44
Participant
April 26, 2024
That would be perfect. Great idea.
Solved
CWeeks88 on July 26, 2022
Lock Closed Deal Records
Hey everyone, I believe it would be beneficial to have the ability to lock certain deal records in which only some users or super users could edit them. Specifically, after a deal closes as won or lost in order to prevent a revenue, services, deal a read more
Reply Discussion
9 upvotes
3 Replies
TBrown44
Participant
June 06, 2023
Hi Everyone - following up on this. We have a similar use case to CWeeks88 and am wondering if there has been any progress made on this. This would b...read more
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