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解決済み
Vicky-Bowie 3月 11日, 2022
It would be helpful to have a link from settings to go to the sales/meetings page in order to add or edit meeting links. It would also be helpful if the knowledge/help articles would direct you to go to the sales/meetings page. Trying to fin 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 11日, 2022 08:48
Hi @Vicky-Bowie , This can be easily accessed through the HubSpot search, in the menu bar at the top: Search within your HubSpot account ...続きを読む
解決済み
BGatsik 3月 08日, 2022
We need to add some permanent text to every Price quote we send out. How do we do this? I don't see any options on how to have a block of text added to our Price Quote template. Also would like to know how to attach another document to each 続きを読む
0 いいね!
2 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
3月 09日, 2022 07:29
Hi @BGatsik If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then ...続きを読む
RSiddula 2月 07日, 2022
Hello Community, Hope everyone is safe and doing great, I would like to know some of the best tools that I can suggest to my sales team to use so that it improves their performance and optimize the time even. You can see the example tools below, 続きを読む
1 いいね!
1 コメント
キーアドバイザー | Elite Partner
2月 08日, 2022 03:52
Hey @RSiddula , That's a good Q. There are probably countless but the classics to me are: Linkedin Sales Navigator Something like Panda...続きを読む
解決済み
Suz93 9月 12日, 2021
We would like to create a matrix which qualifies customers based on a set of requirements to determine if a deal is an A, B or C. This might include things like location, company size which can be pulled from HubSpot but also a few other things like 続きを読む
0 いいね!
1 コメント
Accepted Solution
ガイド役 | Diamond Partner
9月 13日, 2021 00:12
Hi @Suz93 , As such creating a matrix is not possible at this stage in HubSpot but based on certain criterias, you can create a list for your deal...続きを読む
解決済み
Gtwhite21 7月 20日, 2021
Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
7月 21日, 2021 00:01
Hi @Gtwhite21 , That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online coll...続きを読む
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