Quote copy sharing within our team
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Quote copy sharing within our team
resolverHi @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 |
Quote copy sharing within our team
resolverHi @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 |
