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  • HWarburton on August 19, 2021
    2 Replies
    We sell deals with 5 line items that are consistaly the same 5 line items. I would like to know if there is a way to store a "template" of these deals to just copy, move to the contact and update with specific information. Thanks!
    August 23, 2021 07:36
    Hello @AdityaBansal Thanks, but it looks like what I really need is to be able to clone Deals. I have the quote templates but I get stopped beca...
  • ToniCH on August 09, 2021
    3 Replies
    Hello Community We are using HubSpot and a Project Management Tool called Moco. We create all invoices in Moco. Moco and HubSpot can be connected via Zapier. I guess, it is not a big deal to get the Data from a Invoice out of Moco. But, wher do...
    August 24, 2021 08:41
    Hi Aakar Thank you for the Idea. We will check it out middle of October. Until then, i do not find the time to do that. But i will let you know!
  • Jorgen182 on August 03, 2021
    3 Replies
    Hi there, I am trying to determine what the best practice for MRR deals when they have been Closed Won and then later down the road the customer stops doing business with us. Where the deal is MRR it makes sense to me to move the deal to C...
    September 09, 2021 13:12
    Friendly bump
  • Solved
    GHBMCO on July 25, 2021
    1 Replies
    We have a series of courses and programs which we would like our Customer Contacts and end users to complete. They are free of chargbe content pieces but havng an idea of who has passed or who is certified would be an asset for us. We use Wor...
    Top Contributor | Diamond Partner
    July 26, 2021 05:02
    Hi @GHBMCO . There's HubLMS from Impulse Creative, but it's built for HubSpot, not WordPress. I think what you're going to run into is that cross...
  • Solved
    GHBMCO on July 25, 2021
    5 Replies
    We have an internal team of Customer Success agents who we use to complete welfare sales calls tocurrent customers to check in, see if there is any issues and get any updates or suggestions. We would like to create specific campaign with tasks f...
    Most Valuable Member
    August 12, 2021 21:29
    Hi @GHBMCO , I do but I am currently fully booked, unfortunately. Or fortunately. Depending on how you look at it. If you want to work w...
  • Solved
    Jkeyson on July 10, 2021
    3 Replies
    Hi all, I have managed to customize the deal cards in the board view with MRR, but the total amount under each stage of the pipeline is still based on deal amount rather than MRR. Is it possible to change this to total MRR? Thanks, Jonatha...
    July 13, 2021 00:15
    Hi Karsten, got it thanks for claryfing.
  • Solved
    Edyta7510 on May 31, 2021
    3 Replies
    Hi All, I would like to pick your brains on this topic - I'm kicking off the onboarding process for our sales team and wanted to make sure I have some "controls" in place - monitor easily how each person is using the platform, pinpoint gaps/mistak...
    Recognized Expert | Platinum Partner
    May 31, 2021 21:58
    You're most welcome @Edyta7510 . 😁
  • Solved
    frankwagman1 on April 23, 2021
    3 Replies
    Hi, don't know if anyone else encounters this problem but sometimes you have multiple phone numbers for a prospect and you're not sure which one is good - You can create a phone verified field with a checkbox, but I noticed you can also put an e...
    Community Manager
    April 27, 2021 08:24
    Hello @frankwagman1 , you are correct, I was able to add an emoji on the phone number field, but this did not interfere with me calling the number o...
  • Solved
    dht240 on April 20, 2021
    1 Replies
    Our team is really happy using the Quotes tool and sending the links out to clients - it's also really helpful for us in terms of pipeline accuracy. But, we get complaints about the logo on the quote being too small. Any ideas how to fix that? Doe...
    Recognized Expert | Platinum Partner
    April 20, 2021 06:31
    Hi @dht240 , There is a feature currently in beta to modify your proposal/quote templates which should do the trick. Unfortunately it...
  • Solved
    Edyta7510 on April 08, 2021
    1 Replies
    Hello there, We're rolling our HubSpot Sales to our team, Marketing Hub is already working its magic. I was wondering what are the best practices to trigger notifications to contact owners (and on their activity feed) - today I see we rece...
    Most Valuable Member | Elite Partner
    April 08, 2021 14:01
    Hi @Edyta7510 Some of these notifications are built into HubSpot's notification settings and can controlled by each user indiviudally (with ...
  • TashOliveira on March 04, 2021
    0 Replies
    Hi All, Thank you for joining today's HubSpot Sales Hub Fundamentals training, it was great to learn with you and find out more about your businesses and sales processes. We had lots of great questions and insightful conversations i...
  • Drew_Cohen on January 10, 2021
    1 Replies
    Hi all, I'm a huge advocate of using Lead Status in the context of sales enablement, and since this is a common question we tend to get from customers, I wanted to jump in here and give some ideas for others. I'd also love to hear some of the other ...
    Community Manager
    January 11, 2021 01:03
    Thank you for sharing @Drew_Cohen !
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