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fcocco 10月 23日, 2023
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
1 いいね!
1 コメント
コミュニティーマネージャー
10月 23日, 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...続きを読む
mvandooren 9月 22日, 2023
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,
0 いいね!
4 コメント
投稿者 | Gold Partner
9月 23日, 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...続きを読む
JOrlando19 4月 03日, 2023
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
コミュニティーマネージャー
4月 04日, 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...続きを読む
解決済み
Looma_Cat 10月 31日, 2022
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
0 いいね!
1 コメント
ベストアンサー
コミュニティーマネージャー
10月 31日, 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...続きを読む
解決済み
Tonya1 2月 23日, 2022
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
5 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 24日, 2022 00:27
Hi @Tonya1 , Other users already have requested the ability to delete imports: Ability to Delete Past Import History The product team ...続きを読む
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