Sales Hub Tools

naomi_sked
Teilnehmer/-in

Quote copy sharing within our team

lösung

I'd like to have copies of quotes shared with internal team members, currently not possible. Any ideas?

0 Upvotes
1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Quote copy sharing within our team

lösung

Hi @naomi_sked,

 

If you are referring to quotes generated from the HubSpot platform, you could send the link to your internal team members or alternatively, store the quote link on a HubSpot property. If you have Pro or Enterprise, you could then use a workflow when that property is known to automatically send it to your internal team members using a personalization token for that property and incorporate whatever other deal or company information you would like on that email.

 

Hope this helps! 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Quote copy sharing within our team

lösung

Hi @naomi_sked,

 

If you are referring to quotes generated from the HubSpot platform, you could send the link to your internal team members or alternatively, store the quote link on a HubSpot property. If you have Pro or Enterprise, you could then use a workflow when that property is known to automatically send it to your internal team members using a personalization token for that property and incorporate whatever other deal or company information you would like on that email.

 

Hope this helps! 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer