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kyle2
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Member since ‎Oct 18, 2018
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  • Upvotes Given
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  • Upvotes Received
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Kyle Kahveci

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kyle2 on November 02, 2023
Set default quote template by team or user - feature request
Instead of needing to remember which quote template to use and select it manually from a dropdown every time I create a new quote, I'd like the option to set a default quote template (to be auto-selected when creating new invoices). Even better mig read more
Reply Idea Products and Quotes
17 upvotes
6 Replies
kyle2 on September 23, 2020
Add Target Company as Filter for Contacts
I would like to be able to save a filtered view (and pin it) for contacts whose companies are target accounts. This filter is currently available for companies, but not contacts.
Reply Idea Contacts & Companies
5 upvotes
0 Reply
kyle2
Participant
October 31, 2019
Reply to Ability to create lists and workflows from Document views
There should be some way to identify the document viewers as an "activity type" or "contact property" when filtering contacts, creating lists, setti...read more
kyle2
Participant
January 23, 2019
Reply to Workflows assign task to Task Queue
+1 This would also be useful in tasks created with sequences. The queues are currently created manually by individuals and don't allow collaboration ...read more
kyle2
Participant
January 20, 2019
Reply to Allow the use of relative dates in workflow/smart list criteria
Great to hear! Thanks so much, Hubspot. Definitely hugely useful.
kyle2
Participant
November 14, 2018
Reply to Ability to set default fonts and font sizes in email sent from within the CRM
Agreed. It's important to make sure our branding of the emails is consistent when we use Hubspot and when we don't. Changing it every time is a huge ...read more
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