rachel79

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Rachel Kaulius

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rachel79

Participant

January 27, 2024

Reply to One-time discount for line items

Hi Jigar, I'm having a similar problem as the above user. I understand you can offer a one-time discount via Quote, but this doesn't affect the dea...read more

rachel79

Participant

January 26, 2024

Reply to Option for Deal value to sync with discounted Quote values

Also, global discount $ amounts aren't available on the Deal level, only on the Quote level. We're working to apply the following discount framework...read more

rachel79

Participant

January 23, 2024

Reply to Add Tracking Analytics to Quotes

Would like the option to pull Quote Status into reporting.

rachel79

Participant

September 19, 2023

Reply to Start a sequence on behalf of another HS user

Would love this capability for our SDRs!

rachel79 on September 14, 2023

Set availability for meetings without blocking off calendar

My team would like the ability to restrict their meeting availability without blocking off their google calendar. The feature exists in the Calling tool but iI don't see the equivalent for the Meetings tool? For example, one team member would read more

Reply Idea Meetings

1 upvote

1 Reply

rachel79

Participant

September 12, 2023

Reply to Getting Started with Playbooks - Sales Hub ‌📚‌

Can you advise on the reporting is available when using Playbooks? I'm looking to track how many calls were logged via a specific playbook with the ...read more

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