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 続きを読む
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,
@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...続きを読む
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 続きを読む
Hello @JOrlando19 , thank you for posting in our Community!
Checking more details about this integration, I can see this information comes directl...続きを読む
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 続きを読む
Hello @Looma_Cat investigating more about it, currently, it is not recommended to edit the signature module because it could break the esignatu...続きを読む
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 続きを読む