I spoke with Support and it's a missed features in Hubspot. It's meaning, you can duplicated quote but not connected with the client deal. Overwrite old deal of another client.
I understand and it's unfortunate – but how could HubSpot possibly know which company is associated with a @gmail.com address?
Again, some of what you're trying to achieve can be done with workflows (create an associated company record), but that requires a Professional or Enterprise subscription. It can't be done with a starter license.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can only encourage your website visitors to use your business emails, unfortunately. HubSpot wouldn't know which company is associated with a freemail address. In that case, you need to make the association manually.
Best regars!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I already did it but work only if client write me with a @namecompany.com and my client use always account like gmail.com or yahoo.com is there another option?
If you want to send a quote to a contact, then yes, you need to manually create a deal and quote. Part of this can be automated in higher tier subscriptions (Professional and Enterprise) using workflows, but not in Starter, unfortunately.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer