Profil

rachel79
Teilnehmer/-in
Mitglied seit ‎Sep 23, 2020
Nachricht senden
  • Lösungen
    0
  • Antworten
    3
  • Likes vergeben
    40
  • Likes erhalten
    37
  • Ideenforum
    7

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Rachel Kaulius

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

rachel79 on Januar 27, 2024
Deal "global discount" amount in $ vs %
Why can't I add a global discount to a deal as a dollar amount vs a percentage? Has anyone found a workaround for this??? The feature exists on the quote (see below) but not on the deal (above photo). And quote amounts don't cop Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
Gelöst
AJohnsson on Oktober 30, 2023
One-time discount for line items
Hi, In the documentation it says we can add a one-time discount that applies to the order total, but this "button" doesn't exist in my environment (see attached screenshot). Has this option been removed?
Antworten Diskussion Deals Enterprise
1 Likes
4 Antworten
rachel79
Teilnehmer/-in
Januar 27, 2024
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...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
104 Likes
33 Antworten
rachel79
Teilnehmer/-in
Januar 26, 2024
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...Beitrag ansehen
scooterlang on Mai 04, 2019
Add Tracking Analytics to Quotes
As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with. Putting on my product manager hat, I would suggest that HubSpot Sales users are Beitrag ansehen
Antworten Idee Products & Quotes
160 Likes
44 Antworten
rachel79
Teilnehmer/-in
Januar 23, 2024
Would like the option to pull Quote Status into reporting.
ilovehubspot on Januar 12, 2022
Manually enroll a contact into a sequence on behalf of someone
Currently, you can only be the sender of the sequence if you're manually entering a contact into a sequence. It would be nice if there was a feature where we could change the sender of the sequence to someone else. Somtimes our reps get so busy, b Beitrag ansehen
Antworten Idee Sequences
30 Likes
10 Antworten
rachel79
Teilnehmer/-in
September 19, 2023
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 Beitrag ansehen
Antworten Idee Meetings
1 Likes
1 Antwort
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen