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TonyD
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Membre depuis ‎janv. 28, 2020
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Résolues
RonTheWebGuy le Septembre 20, 2020
How do I add Microsoft Teams to outgoing calendar invites?
I am just getting started with the calendar tool and the setup was easy but I need to know how to add my Microsoft Teams meeting link to the outgoing invite?
Répondre Discussion
11 Mentions J'aime
28 Réponses
TonyD
Participant
Septembre 28, 2021
Definately need to be able to set a teams meeting out of hubspot. At the moment you have to go back to 365 and change meeting to teams which is clunk...Lire la suite
TonyD le Mai 21, 2020
Lock product Catalog
We need to be able to lock our product catalog values so users cant edit the prices or product decsriptions. I'm suprised that all users can edit products.
Répondre Discussion Documents
3 Mentions J'aime
9 Réponses
TonyD
Participant
Mai 06, 2021
Are permissions coming for the product catalog so it can be locked to certain users ...it should be a fundamental option
TonyD le Septembre 23, 2020
PRODUCT CATALOG VIEW
The restricted field of view on product catalog makes it hard to read the actual product description. We have multiple providers for essentially the same product and we often add in anwhere up to 100 products into a single order. Because of the narr Lire la suite
Répondre Idée Account
7 Mentions J'aime
3 Réponses
CCIlumia le Juin 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Répondre Idée Products & Quotes
875 Mentions J'aime
432 Réponses
TonyD
Participant
Juillet 20, 2020
A flow on from the product catalog shortfalls is the quoutes from hub spot are not really functional for many business. Now we have added seperat...Lire la suite
TonyD le Juillet 15, 2020
REVENUE GOALS - Need quarterly goals and ability to split off revenue types
Revenue goals should allow for Monthly, Quartely, Half and Full year. Currently only allows monthly as a revenue goal. Also revenue/sales goal achievement for sales revenue needs to have the ability to split out by revenue type and to include Lire la suite
Répondre Discussion best practice goals
13 Mentions J'aime
3 Réponses
TonyD
Participant
Juillet 16, 2020
HI this hasnt helped really at this point. I undersand HS need to develop this option
TonyD le Juillet 15, 2020
REVENUE GOALS - Need quarterly goals and ability to split off revenue types
Revenue goals should allow for Monthly, Quartely, Half and Full year. Currently only allows monthly as a revenue goal. Also revenue/sales goal achievement for sales revenue needs to have the ability to split out by revenue type and to include Lire la suite
Répondre Discussion best practice goals
13 Mentions J'aime
3 Réponses
TonyD
Participant
Juillet 16, 2020
HI this hasnt helped really at this point. I undersand HS need to develop this option
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