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clahey
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Feb 11, 2020
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Christopher Lahey

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Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
132 upvotes
64 Replies
clahey
Member | Diamond Partner
March 09, 2022
UPVOTE! Just ran into this and it seems super easy to accomplish if the Quote hasn't been sent or has been recalled.
hvy_weight on February 07, 2018
Hubspot Owner Phone as a merge field
In our marketing emails, our call-to-action is to ask our prospect to call us. However, Hubspot does not provide the Hubspot Owner's phone field to be merged into the email template. This requires that a separate email and workflow for each sales re read more
Reply Idea Marketing Emails
25 upvotes
11 Replies
clahey
Member | Diamond Partner
December 06, 2021
UPVOTE on this. A client requested this today and it feels ridiculous that the answer can't just be "sure!".
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
269 upvotes
139 Replies
clahey
Member | Diamond Partner
January 13, 2021
We have a similar problem but in the opposite direction as most who have suggested longer terms. We are an Agile shop and we invoice every 2 weeks. T...read more
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