Member since ‎Jun 19, 2019
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Jim Schreitmueller

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Arne on May 12, 2019
Creating tasks and even working on them keeps their task status at “not started”. Only in board view the status can be set to in progress, waiting or deferred. It’s hard to get all users to always switch to board view just for the status change. We read more
2 Replies
January 13, 2020
We'd just need more priorities. I have hundreds of tasks, so just having high and not high is not enough differentiation. It would be even cooler more
GailNYC on July 24, 2019
I am writing to complain about your new policy (effective in early August 2019) of not showing location with the email opens. I rely on that info to let me know if someone is out of town, or if the email has been forwarded to another person in read more
137 Replies
August 06, 2021
What I have executed in the meantime is create a custom view on the deals segment that is filtered by means of 'next month' and by my 'transport more
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
57 Replies
Top Contributor | Gold Partner
August 12, 2022
ethankopit Is there any update on this capability, please? Like many other CRM platforms, we desperately need HubSpot to include more
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
428 Replies
July 04, 2022
Hello, I'm trying to add two new columns to a quote, but I need to see particular properties that I created in the product information. I've more
SebastianK on March 30, 2017
There is a company property called Parent company. Wouldn't it be good to have another proprty that works the other way around, a Child companies?
1 upvote
9 Replies
Top Contributor
November 24, 2020
Hi @CannabisBigData , We also wanted a global view, so we created a solution which is tightly integrated with the parent and child more
bcook on September 26, 2018
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
35 Replies
July 31, 2022
THis is critical to the way we operate.
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