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bksd1
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Member since ‎Jul 19, 2019
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Brett Kestenbaum

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bksd1 on July 29, 2021
Child / Parent relationships for deal objects
It would be great if you can associate a child deal to a parent deal (similar to Companies). Use Case: We run a creative agency and we win retainer deals where we will draw funds against the retainer. We would like to have a parent deal (Reta read more
Reply Idea Deals
24 upvotes
6 Replies
bksd1
Member
January 21, 2021
Reply to Ability to share dashboards externally
Agreed! We need to create specific dashboards that can be shared externally.
bksd1
Member
July 19, 2019
Reply to Handle inbound / incoming calls in HubSpot
Thanks I will look into that. Is there any reason that you're using 2 different services for office staff and sales reps?
bksd1
Member
July 19, 2019
Reply to Handle inbound / incoming calls in HubSpot
Yes, this would be excellent! What voip systems are people using for this currently? I am using justcall and it is honestly unreliable and negati...read more
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