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AnnieRECIPE
Contributor | Platinum Partner
Member since ‎Apr 13, 2019
  • solutions
    3
  • Replies
    6
  • Upvotes Given
    30
  • Upvotes Received
    20
  • Ideas
    1

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Annie Swann

As a marketing strategist and head coach at RECIPE marketing, my role is to empower teams to grow using HubSpot's growth suite. Passionate about self-service and wrapping teams around shared goals, I help businesses achieve ROI in HubSpot with quick wins, real-time feedback and best practice.

Activity

GBcutler on February 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
63 upvotes
19 Replies
Member
May 25, 2022 03:38
Customer Support Specialist replying on behalf of a customer. This is a great idea and would add heaps of value for our Sales & Service Hub Custo...read more
Trevor on August 03, 2017
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Member
May 18, 2022 12:36
We work with School Districts and having this capability would save so much time!! If we only filled in Parent Company (district) level data into spe...read more
HelenBrown on November 19, 2018
At present it is not automatically possible for emails sent/received to a contact(s) associated with a ticket to be logged on that ticket if sent via Gmail, opposed to internally within Hubspot. Instead it has to be done manually within Hubspot, thr read more
Member
May 12, 2022 05:16
Yup, We should be able to Assiciate Emails to Tickets & also have the option to display Sepcific Ticket Properties in a Ticket. Hubspot Team...read more
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
842 upvotes
426 Replies
Member
April 28, 2022 06:19
Perfect, that great!
BryceHarenburg on August 17, 2018
I am looking to add pictures to the products that you can put on quotes. I like the idea of being able to close deals right from HubSpot, without having to go into my inventory management system, pull products, create a quote there, save as a PDF, a read more
98 upvotes
22 Replies
HubSpot Product Team
March 15, 2022 11:09
Hi all, Tori here. I’m excited to announce that adding product pictures to quotes is now supported in our new Customized Quote Templates tool. ...read more
JonnyT on June 27, 2018
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
152 upvotes
56 Replies
KiG
Member
May 20, 2022 13:27
It makes no sense at all needing to buy an expensive Pro plan at all to Get access to such basic minimum functioninality.. This is the major reason no...read more
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