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kyle2
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Member since ‎Oct 18, 2018
  • solutions
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  • Replies
    2
  • Upvotes Given
    16
  • Upvotes Received
    8
  • Ideas
    2

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Kyle Kahveci

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kyle2 on November 02, 2023
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
4 upvotes
1 Reply
kyle2 on September 23, 2020
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.
kbialy on January 29, 2018
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
289 upvotes
107 Replies
Participant
October 31, 2019
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
mikeabowles on May 15, 2017
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
196 upvotes
80 Replies
Participant
January 23, 2019
+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
CCasemore on August 17, 2017
HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges. The read more
147 upvotes
41 Replies
Participant
January 20, 2019
Great to hear! Thanks so much, Hubspot. Definitely hugely useful.
michaelpowens on February 17, 2017
There should be a way to set the default font and font size in the Email client within the CRM?
154 upvotes
107 Replies
Participant
November 14, 2018
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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