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JasonTisdall
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Member since ‎May 8, 2017
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  • Upvotes Given
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  • Upvotes Received
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Jason Tisdall

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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
59 upvotes
39 Replies
Contributor
November 21, 2022
Nice one Diego Last time I called support they essentially said no so this is a big step forward Jason
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
59 upvotes
39 Replies
Contributor
November 21, 2022
Nice one Diego Last time I called support they essentially said no so this is a big step forward Jason
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.
93 upvotes
44 Replies
Contributor
February 22, 2022
Thanks for the pointer. I'll give it a try.
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.
93 upvotes
44 Replies
Contributor
February 22, 2022
Thanks for the pointer. I'll give it a try.
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
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
59 upvotes
39 Replies
Contributor
November 21, 2022
Nice one Diego Last time I called support they essentially said no so this is a big step forward Jason
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