DanielleROTL

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Participant | Diamond Partner

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Upvotes Given
15
Upvotes Received
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Danielle Salvatori

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DanielleROTL on November 23, 2021

HubSpot Specialist Sales and Account Manager

HubSpot Specialist Sales & Account Manager We’re looking for new Sales & Account Manager to join our tech focused full-service marketing agency. As part of our ongoing growth, we’re looking for someone to join read more

Reply Discussion Sales

1 upvote

1 Reply

mwee on October 14, 2019

Import Products into folder

With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders. Typically, when using a Product import, we are importing a long lis read more

Reply Idea Products & Quotes

101 upvotes

49 Replies

DanielleROTL

Participant | Diamond Partner

September 15, 2021

i can't believe this doesn't exist - importing nearly 300 hundred products all orgnised to import into relevant folders and now find out i must do it...read more

AlexHodgson on April 16, 2019

Clone Quotes

We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more

Reply Idea Products & Quotes

147 upvotes

63 Replies

DanielleROTL

Participant | Diamond Partner

March 03, 2021

was hoping to see more engagement with this - we need it for exactly the same reason! are there no other threads regarding this?

KatieR on December 28, 2017

Auto-generated ID's (Deal IDs, Deal numbers, Project numbers, Job numbers, Reference numbers, etc.)

Are you interested in creating a custom field for deals that could auto-generate a unique ID? Sometimes they are called project numbers, project IDs, job numbers, job IDs, reference numbers, reference IDs etc. Some companies use an alphanumeric numb read more

Reply Idea Deals

143 upvotes

19 Replies

DanielleROTL

Participant | Diamond Partner

February 11, 2021

is there any update on this? looks like this thread was started 3 years ago, assumed there would be something available by now? maybe a developer has...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

DanielleROTL

Participant | Diamond Partner

November 25, 2020

@NationalInt oh did you get an email with a link on how to do this? i actually still haven't managed it! i can't see the email that the ariticle is...read more

Rianne on March 08, 2019

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Reply Idea Meetings

727 upvotes

403 Replies

DanielleROTL

Participant | Diamond Partner

November 25, 2020

@NationalInt oh did you get an email with a link on how to do this? i actually still haven't managed it! i can't see the email that the ariticle is...read more

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