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pacooke01
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Member since ‎Nov 19, 2018
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  • Upvotes Given
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  • Upvotes Received
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Peter Cooke

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Activity

Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
253 upvotes
72 Replies
pacooke01
Participant
January 10, 2024
Any update here on multiple quote approvers? We're getting to the point where we're going to need to find a different system as it seems like basic f...read more
pacooke01 on October 20, 2020
Categorising 'notes' with hashtags
As we start to use HubSpot across more parts of the business (outside of just sales and marketing) we want to capture more and more data/info in HubSpot - in one system that our entire company has access to; that's the dream! Anyway, our custome read more
Reply Idea Contacts & Companies
33 upvotes
1 Reply
pacooke01 on August 17, 2020
Integrate GoToWebinar directly into forms (and not landing pages)
My biggest gripe with the current GoToWebinar integration is that if you don't want your HubSpot form (to register for the webinars) to sit on a landing page, you have to 'hack' the form code to include the webinar's unique ID/key (which we have t read more
Reply Idea Integrations
3 upvotes
2 Replies
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
353 upvotes
109 Replies
pacooke01
Participant
April 01, 2020
This would be great for us, too. When someone submits our 'contact us' form, with their message/inquiry, I want to copy that info to a note on a cont...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
729 upvotes
404 Replies
pacooke01
Participant
March 23, 2020
Same for us - this would be a game-changer for our Sales team, if they didn't have to waste time updating each and every calendar meeting to include ...read more
Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
253 upvotes
72 Replies
pacooke01
Participant
January 10, 2024
Any update here on multiple quote approvers? We're getting to the point where we're going to need to find a different system as it seems like basic f...read more
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