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HectorCLIVO
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Member since ‎Dec 10, 2019
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Héctor Gómez

We developed a virtual assistant to boost productivity, emotional intelligence and automotivation of teams

Activity

AmandaKendzior on March 25, 2019
Manually mark invoice as paid
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
Reply Idea Products & Quotes
97 upvotes
29 Replies
HectorCLIVO
Participant
November 06, 2020
Facturama or Freshbooks would be great integration too for the invoice related to the quotes created and paid with bank transfer
Solved
HectorCLIVO on December 11, 2019
How can I relate contacts to specific products in free version?
I know to have products inventory is in pro version, is there any good practice to relate contacts to specific products or features we offer? Like a hack to do so?
Reply Discussion Contacts
0 upvote
1 Reply
Solved
HectorCLIVO on December 10, 2019
How to give permissions to external users
I am one business and I will collaborate with another business for only one kind of product or business unit, how to give permissions for contacts or lists, to see, follow and take action with the lead? I have the free version account by the way read more
Reply Discussion Account
0 upvote
3 Replies
HectorCLIVO
Participant
December 11, 2019
It looks great thanks! But I have the free version, is it posible to not doing by teams? And, how to remove permissions for specific contacts...read more
Solved
HectorCLIVO on December 10, 2019
How to give permissions to external users
I am one business and I will collaborate with another business for only one kind of product or business unit, how to give permissions for contacts or lists, to see, follow and take action with the lead? I have the free version account by the way read more
Reply Discussion Account
0 upvote
3 Replies
HectorCLIVO
Participant
December 11, 2019
It looks great thanks! But I have the free version, is it posible to not doing by teams? And, how to remove permissions for specific contacts...read more
Solved
HectorCLIVO on December 10, 2019
Add first contact type options when creating contact
I'd like to add a property to contacts on how and when I met the contact, perhaps was in an event or by recommendation, and I'd like to have those in options to do it easily
Reply Discussion Contacts
0 upvote
1 Reply
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