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alwinfernandes
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Membre depuis ‎juil. 27, 2020
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  • Mentions J'aime obtenues
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Alwin Fernandes

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Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be Lire la suite
Répondre Idée Products and Quotes
133 Mentions J'aime
64 Réponses
alwinfernandes
Participant
Janvier 12, 2022
We need to track PO wise orders and hence disassociating from a deal is an important feature for us to run the business smooth.
alwinfernandes le Août 05, 2021
Sales Documents not optimized for Mobile View
Sales Documents have a poor user experience A) not optimised for mobile (have to scroll across to read the pages) B) the Live Chat is so badly implemented for mobile that it is unusable. Explaining that many customers will be opening documen Lire la suite
Répondre Idée Sales Documents
2 Mentions J'aime
1 Réponse
Siddall le Juin 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no Lire la suite
Répondre Idée Lists Sales Reporting
282 Mentions J'aime
170 Réponses
alwinfernandes
Participant
Juillet 08, 2021
This is exactly the same issue we are facing as our financial year is different from the canned HS financial year. Must have feature and HS should al...Lire la suite
AlOG le Octobre 15, 2020
Please add the option to upload PDF file when creating a LinkedIn post from HubSpot
Hi All, At the moment when creating a social media post on LinkedIn from HubSpot, you can't attach a PDF file similar as you do with Images etc.. so you have to upload the PDF file from the file section on HubSpot, copy the link redirecting to t Lire la suite
Répondre Idée Social Media
170 Mentions J'aime
81 Réponses
alwinfernandes
Participant
Janvier 28, 2021
It would be great to have this feature.
alwinfernandes le Juillet 27, 2020
Quote Merge and Deal Stage select option in case of Edit and Recall
So there are 2 issues which I think is a product defect. If 2 quotes are merged their overall value should be merged for sure. That is the idea of merging quotes so we have 1 complete sale value. Secondly, on using EDIT and RECALL option there is no Lire la suite
Répondre Discussion
1 Mention J'aime
3 Réponses
alwinfernandes
Participant
Juillet 29, 2020
Thanks for reaching out Jess. Our objectives are not being aligned with the current Hubspot Merge Quote function. We need the 2 quotes to merge and a...Lire la suite
alwinfernandes le Juillet 27, 2020
Quote Merge and Deal Stage select option in case of Edit and Recall
So there are 2 issues which I think is a product defect. If 2 quotes are merged their overall value should be merged for sure. That is the idea of merging quotes so we have 1 complete sale value. Secondly, on using EDIT and RECALL option there is no Lire la suite
Répondre Discussion
1 Mention J'aime
3 Réponses
alwinfernandes
Participant
Juillet 29, 2020
Thanks for reaching out Jess. Our objectives are not being aligned with the current Hubspot Merge Quote function. We need the 2 quotes to merge and a...Lire la suite
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