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AHermansson
Participant | Platinum Partner
Member since ‎May 17, 2021
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  • Upvotes Given
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  • Upvotes Received
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Anders Hermansson

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AHermansson on January 10, 2024
It would be great to be able to connect more than one HubSpot Portal to a single Microsoft Teams installation. Larger company groups might have consolidated Teams into one instance but they still need separate HubSpot portals to run their diff read more
3 upvotes
0 Reply
mbarba on February 24, 2022
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more
76 upvotes
1022 Replies
Participant | Platinum Partner
April 14, 2023
Hi! I'm Anders. What's your current role? I'm the founder and CEO of Business Reflex. We have been working with revenue generation ...read more
AHermansson on November 22, 2022
Hi! The quotes are great. But we have lots of appendicies with our quotes/agreement. And they need to be part of what we send to clients so that they sign everything in one go. Has anyone a good solution for this? Links to document that are not a read more
0 upvote
3 Replies
Participant | Platinum Partner
November 24, 2022
Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.
AHermansson on November 22, 2022
Hi! The quotes are great. But we have lots of appendicies with our quotes/agreement. And they need to be part of what we send to clients so that they sign everything in one go. Has anyone a good solution for this? Links to document that are not a read more
0 upvote
3 Replies
Participant | Platinum Partner
November 24, 2022
Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.
kcgarvin on October 05, 2020
Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.
89 upvotes
64 Replies
Participant | Platinum Partner
October 06, 2021
It would be great to be able to set an account default for "Start of fiscal year". And this would then add filtering option like "Next fiscal quarter...read more
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