rachel79

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

Participante

Miembro desde

Enviar mensaje

Soluciones
0
Respuestas
3
Me gusta otorgados
42
Me gusta recibidos
48
Ideas
7

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

La lista de amigos está vacía

Rachel Kaulius

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

rachel79 en Enero 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 Leer más

Responder Idea Deals

0 Me gusta

0 Respuestas

Resuelta

AJohnsson en Octubre 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?

Responder Conversación Deals Enterprise

1 Me gusta

4 Respuestas

rachel79

Participante

Enero 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...Leer más

FinallyMatt en Julio 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 Leer más

Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting

123 Me gusta

39 Respuestas

rachel79

Participante

Enero 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...Leer más

scooterlang en May 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 Leer más

Responder Idea Products & Quotes

199 Me gusta

55 Respuestas

rachel79

Participante

Enero 23, 2024

Would like the option to pull Quote Status into reporting.

ilovehubspot en Enero 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 Leer más

Responder Idea Sequences

52 Me gusta

12 Respuestas

rachel79

Participante

Septiembre 19, 2023

Would love this capability for our SDRs!

rachel79 en Septiembre 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 Leer más

Responder Idea Meetings

1 Me gusta

1 Respuestas

Ver publicaciones más recientes