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joelpacheco
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Mitglied seit ‎Feb 6, 2020
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Joel Pacheco

Helping people connect networks. Sales, Marketing, and Products (aka Revenue) for MDC Data Centers.

Aktivität

BenWestie on Juli 24, 2020
Tag an entire team (@team)
It would be great to have the ability to tag an entire team within a note on a conversation or ticket. We have several people in our support team, a minimum of 1 person is covering tickets at all times, but we don't always know who this is, the abi Beitrag ansehen
Antworten Idee User Notifications
78 Likes
38 Antworten
joelpacheco
Teilnehmer/-in
September 08, 2022
Absolutely. I want my team to stay in the loop and have to tag each one of them every time. Please!
shiling on März 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. Beitrag ansehen
Antworten Idee Deals
221 Likes
104 Antworten
joelpacheco
Teilnehmer/-in
Januar 31, 2022
Upvoting. My sales team is still using the old painful quoting software because Hubspot can't do this fundamental/easy/simple action. Come on!
Gelöst
ABolin on März 18, 2021
When to create multiple sales pipelines
We're a commercial general contractor with a linear sales cycle, however, three teams are involved in progressing the deal. Sales bring the opportunities in, preconstruction bids the work and operations are responsible for closing out the win or los Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
2 Antworten
joelpacheco
Teilnehmer/-in
März 19, 2021
Hi, @ABolin I would stay away from creating separate pipelines for this and focus on understanding the problem to solve. Based on the goals yo...Beitrag ansehen
joelpacheco on Februar 19, 2021
Add external links to a company record
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t Beitrag ansehen
Antworten Idee Contacts & Companies
9 Likes
4 Antworten
joelpacheco
Teilnehmer/-in
Februar 22, 2021
Hi, Karsten - Thanks for your suggestion. I would not consider this a solution. Why? It fails to scale and would clutter the properties. Links ca...Beitrag ansehen
joelpacheco on Februar 19, 2021
Add external links to a company record
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t Beitrag ansehen
Antworten Idee Contacts & Companies
9 Likes
4 Antworten
joelpacheco
Teilnehmer/-in
Februar 22, 2021
Hi, Karsten - Thanks for your suggestion. I would not consider this a solution. Why? It fails to scale and would clutter the properties. Links ca...Beitrag ansehen
shiling on März 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. Beitrag ansehen
Antworten Idee Deals
221 Likes
104 Antworten
joelpacheco
Teilnehmer/-in
Januar 31, 2022
Upvoting. My sales team is still using the old painful quoting software because Hubspot can't do this fundamental/easy/simple action. Come on!
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