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rachel79
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Member since ‎Sep 23, 2020
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Rachel Kaulius

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Activity

rachel79 on January 27, 2024
Deal "global discount" amount in $ vs %
Why can't I add a global discount to a deal as a dollar amount vs a percentage? Has anyone found a workaround for this??? The feature exists on the quote (see below) but not on the deal (above photo). And quote amounts don't cop read more
Reply Idea Deals
0 upvote
0 Reply
Solved
AJohnsson on October 30, 2023
One-time discount for line items
Hi, In the documentation it says we can add a one-time discount that applies to the order total, but this "button" doesn't exist in my environment (see attached screenshot). Has this option been removed?
Reply Discussion Deals Enterprise
1 upvote
4 Replies
rachel79
Participant
January 27, 2024
Hi Jigar, I'm having a similar problem as the above user. I understand you can offer a one-time discount via Quote, but this doesn't affect the dea...read more
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 upvotes
33 Replies
rachel79
Participant
January 26, 2024
Also, global discount $ amounts aren't available on the Deal level, only on the Quote level. We're working to apply the following discount framework...read more
scooterlang on May 04, 2019
Add Tracking Analytics to Quotes
As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with. Putting on my product manager hat, I would suggest that HubSpot Sales users are read more
Reply Idea Products & Quotes
160 upvotes
44 Replies
rachel79
Participant
January 23, 2024
Would like the option to pull Quote Status into reporting.
ilovehubspot on January 12, 2022
Manually enroll a contact into a sequence on behalf of someone
Currently, you can only be the sender of the sequence if you're manually entering a contact into a sequence. It would be nice if there was a feature where we could change the sender of the sequence to someone else. Somtimes our reps get so busy, b read more
Reply Idea Sequences
30 upvotes
10 Replies
rachel79
Participant
September 19, 2023
Would love this capability for our SDRs!
rachel79 on September 14, 2023
Set availability for meetings without blocking off calendar
My team would like the ability to restrict their meeting availability without blocking off their google calendar. The feature exists in the Calling tool but iI don't see the equivalent for the Meetings tool? For example, one team member would read more
Reply Idea Meetings
1 upvote
1 Reply
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