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DanielleROTL
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Mär 13, 2020
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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 Beitrag ansehen
Antworten Diskussion Sales
1 Likes
1 Antwort
mwee on Oktober 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 Beitrag ansehen
Antworten Idee Products & Quotes
101 Likes
49 Antworten
DanielleROTL
Teilnehmer/-in | 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Products & Quotes
147 Likes
63 Antworten
DanielleROTL
Teilnehmer/-in | Diamond Partner
März 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 Dezember 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 Beitrag ansehen
Antworten Idee Deals
143 Likes
19 Antworten
DanielleROTL
Teilnehmer/-in | Diamond Partner
Februar 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...Beitrag ansehen
Rianne on März 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 Beitrag ansehen
Antworten Idee Meetings
727 Likes
403 Antworten
DanielleROTL
Teilnehmer/-in | 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...Beitrag ansehen
Rianne on März 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 Beitrag ansehen
Antworten Idee Meetings
727 Likes
403 Antworten
DanielleROTL
Teilnehmer/-in | 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...Beitrag ansehen
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