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Sales Hub Tools

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fcocco on October 23, 2023

Quotes visibility and filtering. Idea for new feature?

After many attempts, I have to give up. I can't. Now I have a dream. Quotes are associated with deals and this operation imposes properties as if they were inherited. Well, I would like to be able to filter quotes using deals properties! Le read more

Reply Developer Sales

1 upvote

1 Reply

PamCotton

Community Manager

October 23, 2023 18:11

Hello @fcocco , thank you for posting in our Community! I'd like to share this Community post here with the added workaround possibility. To o...read more

mvandooren on September 22, 2023

Shopify HubSpot integration sync data and add products into HubSpot sales quote

Hello, I'd like to know the following: By syncing products from Shopify to HubSpot, will the same products be added as a products/catalog on HubSpot, allowing to add (the same Shopify) products to a HubSpot sales quote? Thanks,

Reply Developer Sales

0 upvote

4 Replies

mvandooren

Contributor | Gold Partner

September 23, 2023 05:29

@Shadab_Khan We will give it a try. In the final stage of negotiation with a customer, once that is done I expect we can try in October. Stay tune...read more

JOrlando19 on April 03, 2023

How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more

Reply Admin Deals Developer How-To Meetings Professional Quick Tutorial Tasks video Workaround Workflows

0 upvote

1 Reply

PamCotton

Community Manager

April 04, 2023 09:32

Hello @JOrlando19 , thank you for posting in our Community! Checking more details about this integration, I can see this information comes directl...read more

Solved

Looma_Cat on October 31, 2022

Modify eSignature module on custom Quotes template

Good morning! I've created a custom Quote template and wondering if it's possible to modify or create a new quote_signature module that will allow me to re-format the esignature box from this: To this: Greatly appreciate your he read more

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0 upvote

1 Reply

Accepted solution

PamCotton

Community Manager

October 31, 2022 17:16

Hello @Looma_Cat investigating more about it, currently, it is not recommended to edit the signature module because it could break the esignatu...read more

Solved

Tonya1 on February 23, 2022

Deleting Unwanted Import Lists

Attention IT - This is a necessary product enhancement. We need to be able to delete import lists. Case in point: lists that did not complete an import. I have found a few times when importing a list it gave no error message until after I hit finis read more

Reply Developer

5 upvotes

1 Reply

Accepted solution