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GeoTO
Member | Elite Partner
Member | Elite Partner
Member since ‎Jan 10, 2020
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Activity

Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
109 upvotes
51 Replies
GeoTO
Member | Elite Partner
November 07, 2022
Wow, we can't delete any signed quotes that we were testing. That just messed up all of our reporting leveraging the line items. A super admin shou...read more
GeoTO on October 03, 2022
Sales Hub Pro - Should have a sandbox account
Shouldn't a paid user have access to a sandbox account? Why penalize a Pro user from testing more advanced features? Giving them access to testing get's them using more advanced features that will lead them to more users, more integrations, and e read more
Reply Idea Account Settings
0 upvote
0 Reply
Dylan on September 01, 2020
Custom objects in the main navigation
Custom objects are a key part of our business and should be accessible for all users in the main HubSpot navigation
Reply Idea Custom Objects
101 upvotes
26 Replies
GeoTO
Member | Elite Partner
May 27, 2022
Custom objects needs a menu listing in the main menu absolutly! It's being seen as an afterthought at the moment.
RTimmins on November 24, 2021
Pushing contacts for LinkedIn Sales Nav to HubSpot
Forgive me if this is already achieveable with HubSpot, but being able to import your Account/Lead lists from Sales Nav into HubSpot would save me a lot of time. Is this already possible? Rob
Reply Idea Integrations
1 upvote
1 Reply
GeoTO
Member | Elite Partner
May 26, 2022
It should be available. Seems like HubSpot competitors SFDC and MS Dynamics can do it. We are behind the 8 ball on this one. SFDC - https://bus...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
GeoTO
Member | Elite Partner
September 29, 2021
Yes! 100% agree. Keeping us informed on the progress is the least that can be done. Hubspot promotes frictionless sales but how about frictionless...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
GeoTO
Member | Elite Partner
September 29, 2021
Yes! 100% agree. Keeping us informed on the progress is the least that can be done. Hubspot promotes frictionless sales but how about frictionless...read more
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