HubSpot Ideas

Kadh

Customize company fields that will appear when clicking on the company name while in a quote.

I think it would be very beneficial if it was possible to change the defult properties when you click on the company name when creating a quote. We have other properties that we would like to add that we use in quotes and remove some that are not relevant for us when sending quotes. For example, we would like to add our VAT property. 

Would be a lot quicker if the seller could just update the company info needed here, rather than having to go back to the company card.

Kadh_0-1677764851005.png

 

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