Profile

JasonTisdall
Contributor
Member since ‎May 8, 2017
  • solutions
    0
  • Replies
    6
  • Upvotes Given
    8
  • Upvotes Received
    40
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jason Tisdall

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
esundance on May 12, 2017
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
71 upvotes
36 Replies
Member
March 22, 2022 08:57
Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a ...read more
Solved
esundance on May 12, 2017
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
71 upvotes
36 Replies
Member
March 22, 2022 08:57
Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a ...read more
mfoldager on August 26, 2020
It should be possible to give different levels of access to Workflows. I would like to be able to give my reps access to view workflows, but not edit them. Some reps I would want to give edit access, but not access to run them. My ideal scen read more
Contributor
February 01, 2021 05:46
We actually need greater granularity than is covered in the point above. The key thing missing is we need to separate the ability to create/edit work...read more
JasonTisdall on October 29, 2020
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
38 upvotes
14 Replies
Participant
May 18, 2022 09:29
Standard Functionality in any Ticketing System.....its a simple Counter that when inserted into a new record, it then increments by {x} each time ypu...read more
Trent on May 18, 2017
When creating a deal it would be good if there could be a 4 or 5 digit number automatically associated with the deal, (so the Hubspot system automatically associates it in a consecutive order) so that the deal can easily be referenced on all files e read more
43 upvotes
21 Replies
Contributor | Platinum Partner
December 07, 2020 05:21
I'm looking for a solution to this too. It is creating serious friction for two clients right now. I've checked the solution, the Deal ID number...read more
CSI-EB on July 30, 2020
I'm completing onboarding my company on Hubspot and I am impressed with how user friendly it is. I'm overall very happy with the CRM and the support. However, there's a huge limitation in the search feature. There needs to be a search that search read more
9 upvotes
11 Replies
Key Advisor
September 21, 2021 04:14
The global search bar at the top right of the GUI is helpful. However, a list/lists can be pulled to assist in this with some expertise involved. Wha...read more
Bookmark content for quick access to your helpful threads.
There aren't any posts from you just yet. C’mon, don’t be shy :)

Following

The Community experience is always better if shared with others. Here’s somone who might be able to help you get started.
Community Badges

My Groups

Looks like you haven’t subscribed to any Groups just yet. It’s ok, here’s some groups that might be relevant for you or
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.