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kyle2
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Mitglied seit ‎Okt 18, 2018
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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 Beitrag ansehen
Antworten Idee Products and Quotes
0 Likes
0 Antwort
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.
Antworten Idee Contacts & Companies
4 Likes
0 Antwort
kbialy on Januar 29, 2018
Ability to create lists and workflows from Document views
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 Beitrag ansehen
Antworten Idee Sales Documents
288 Likes
107 Antworten
kyle2
Teilnehmer/-in
Oktober 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...Beitrag ansehen
mikeabowles on Mai 15, 2017
Workflows assign task to Task Queue
Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.
Antworten Idee Tasks Workflows
195 Likes
80 Antworten
kyle2
Teilnehmer/-in
Januar 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 ...Beitrag ansehen
CCasemore on August 17, 2017
Allow the use of relative dates in workflow/smart list criteria
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 Beitrag ansehen
Antworten Idee Deals Lists Workflows
145 Likes
41 Antworten
kyle2
Teilnehmer/-in
Januar 20, 2019
Great to hear! Thanks so much, Hubspot. Definitely hugely useful.
michaelpowens on Februar 17, 2017
Ability to set default fonts and font sizes in email sent from within the CRM
There should be a way to set the default font and font size in the Email client within the CRM?
Antworten Idee Contacts & Companies
154 Likes
107 Antworten
kyle2
Teilnehmer/-in
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 ...Beitrag ansehen
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