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HubDoPete
Top colaborador(a) | Parceiro Ouro
Membro desde ‎mai 25, 2017
  • Soluções
    38
  • Respostas
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  • Avaliações positivas dadas
    90
  • Avaliações positivas recebidas
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Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

Atividade

Laura16 on Maio 30, 2023
Hello! I am considering adding a new business unit to our HubSpot instance. I need to be able to provide quotes and invoices that would have 8 columns. Is it 100% true that HubSpot CANNOT handle this? Is there a customized template option? Is there Leia mais
0 avaliações positivas
4 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 30, 2023
Hi @Laura16 The default HubSpot Quote templates cover typical requirements. Beyond the defaults, Custom Quote Templates bring you the flex...Leia mais
SLester on Maio 26, 2023
Hello fellow memebrs, Two questions: I am trying to link a CTA to a payment link and would like to inquire about the following: 1. How do I trigger a workflow based on succesful payment. I looked at all the conditions under contact, company, s Leia mais
1 avaliações positivas
3 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 30, 2023
Hi folks - sorry I don't have answers to this one as yet - as HubSpot payments are US-only we have not employed them in our international HubSpot use...Leia mais
Solucionado
JCooper8 on Maio 12, 2023
Hi all, I'm trying to produce a report which shows our revenue by month however some of our deals have values which should really be split across multiple months. Does anyone have a work around in order to show deal revenue across multiple Leia mais
0 avaliações positivas
5 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 16, 2023
It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If ...Leia mais
Solucionado
JCooper8 on Maio 12, 2023
Hi all, I'm trying to produce a report which shows our revenue by month however some of our deals have values which should really be split across multiple months. Does anyone have a work around in order to show deal revenue across multiple Leia mais
0 avaliações positivas
5 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 16, 2023
It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If ...Leia mais
RSanei on Maio 02, 2023
It would be incredibly valuable to be able to make line items complusory before a deal is closed or closed/won.
0 avaliações positivas
3 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 12, 2023
Thanks @RSanei I'll DM you to discuss. It is certainly doable.
RSanei on Maio 02, 2023
It would be incredibly valuable to be able to make line items complusory before a deal is closed or closed/won.
0 avaliações positivas
3 Respostas
Top colaborador(a) | Parceiro Ouro
Maio 12, 2023
Thanks @RSanei I'll DM you to discuss. It is certainly doable.
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